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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,474 | $67,823+30.4% | $52,425+68.8% | $137,256-35.5% |
| Participation rate | 72.2% | 63.9%+8.3pp | 55.6%+16.6pp | 80.0%-7.7pp |
| Annual return | 18.71% | 219.11%-200.4pp | 302.12%-283.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,359 | $1,163+102.8% | $914+158.0% | $4,156-43.2% |
| Participant deferral / active EE | $5,359 | $2,288+134.2% | $1,790+199.3% | $6,407-16.4% |
| Admin fee / account holder | $443 | $2,844-84.4% | $2,495-82.2% | $12,270-96.4% |