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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 | $81,038 | $88,203-8.1% | $165,100-50.9% | $74,478+8.8% |
| Participation rate | 92.9% | 73.1%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 28.48% | 17.13%+11.4pp | 70.21%-41.7pp | 1370.56%-1342.1pp |
| Employer contribution / active EE | $5,248 | $2,601+101.8% | $4,348+20.7% | $2,626+99.8% |
| Participant deferral / active EE | $7,421 | $4,505+64.7% | $6,035+23.0% | $4,350+70.6% |
| Admin fee / account holder | $2,134 | $2,235-4.5% | $12,696-83.2% | $1,946+9.7% |