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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 | $87,804 | $47,479+84.9% | $62,929+39.5% | $82,448+6.5% |
| Participation rate | 84.1% | 66.9%+17.3pp | 73.1%+11.0pp | 68.1%+16.1pp |
| Annual return | 14.52% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,881 | $1,885+105.9% | $2,505+55.0% | $2,551+52.1% |
| Participant deferral / active EE | $6,964 | $2,870+142.6% | $3,888+79.1% | $4,139+68.2% |
| Admin fee / account holder | $1,328 | $3,804-65.1% | $5,065-73.8% | $7,234-81.6% |