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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 | $90,674 | $58,311+55.5% | $81,882+10.7% | $80,959+12.0% |
| Participation rate | 94.1% | 63.5%+30.6pp | 72.4%+21.7pp | 67.7%+26.4pp |
| Annual return | 13.93% | 41.85%-27.9pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,630 | $2,347+12.1% | $2,916-9.8% | $2,757-4.6% |
| Participant deferral / active EE | $6,088 | $3,287+85.2% | $4,323+40.8% | $4,300+41.6% |
| Admin fee / account holder | $1,490 | $4,752-68.7% | $7,360-79.8% | $6,925-78.5% |