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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 | $48,011+82.9% | $63,803+37.6% | $82,637+6.3% |
| Participation rate | 84.1% | 66.6%+17.6pp | 72.7%+11.4pp | 68.1%+16.1pp |
| Annual return | 14.52% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-39.0pp |
| Employer contribution / active EE | $3,881 | $1,904+103.9% | $2,532+53.3% | $2,552+52.1% |
| Participant deferral / active EE | $6,964 | $2,846+144.7% | $3,843+81.2% | $4,126+68.8% |
| Admin fee / account holder | $1,328 | $3,873-65.7% | $5,196-74.4% | $7,339-81.9% |