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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 | $88,087-8.0% | $164,866-50.8% | $74,546+8.7% |
| Participation rate | 92.9% | 73.1%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 28.48% | 17.27%+11.2pp | 69.97%-41.5pp | 1366.03%-1337.6pp |
| Employer contribution / active EE | $5,248 | $2,595+102.2% | $4,343+20.9% | $2,624+100.0% |
| Participant deferral / active EE | $7,421 | $4,499+64.9% | $6,033+23.0% | $4,347+70.7% |
| Admin fee / account holder | $2,134 | $2,232-4.4% | $12,689-83.2% | $1,944+9.8% |