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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 | $99,922 | $75,962+31.5% | $154,108-35.2% | $64,173+55.7% |
| Participation rate | 87.3% | 70.4%+16.9pp | 83.0%+4.3pp | 69.6%+17.8pp |
| Annual return | 3.38% | 30.32%-26.9pp | 735.21%-731.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $6,426 | $3,350+91.8% | $5,298+21.3% | $2,381+169.9% |
| Participant deferral / active EE | $5,754 | $3,175+81.3% | $5,081+13.3% | $3,470+65.8% |
| Admin fee / account holder | $10,261 | $5,589+83.6% | $13,411-23.5% | $4,887+109.9% |