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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 | $76,136 | $70,666+7.7% | $169,385-55.1% | $75,181+1.3% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.2%+19.3pp | 67.2%+29.2pp |
| Annual return | 19.29% | 36.37%-17.1pp | 405.82%-386.5pp | 160.69%-141.4pp |
| Employer contribution / active EE | $2,745 | $2,210+24.2% | $4,012-31.6% | $2,671+2.8% |
| Participant deferral / active EE | $5,763 | $4,308+33.8% | $6,221-7.4% | $4,126+39.7% |
| Admin fee / account holder | $7,290 | $5,402+34.9% | $9,011-19.1% | $5,650+29.0% |