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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 | $95,936 | $63,346+51.4% | $92,240+4.0% | $70,126+36.8% |
| Participation rate | 86.0% | 68.7%+17.3pp | 76.5%+9.5pp | 69.5%+16.4pp |
| Annual return | 17.22% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,505 | $2,471+1.4% | $3,680-31.9% | $2,343+6.9% |
| Participant deferral / active EE | $6,234 | $2,854+118.4% | $3,897+60.0% | $3,332+87.1% |
| Admin fee / account holder | $1,599 | $3,841-58.4% | $5,194-69.2% | $4,645-65.6% |