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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 | $86,771 | $56,134+54.6% | $96,161-9.8% | $85,856+1.1% |
| Participation rate | 93.6% | 56.7%+36.9pp | 68.4%+25.1pp | 69.3%+24.3pp |
| Annual return | 16.92% | 42.30%-25.4pp | 192.01%-175.1pp | 318.58%-301.7pp |
| Employer contribution / active EE | $1,878 | $1,620+15.9% | $2,798-32.9% | $2,565-26.8% |
| Participant deferral / active EE | $5,962 | $2,858+108.7% | $4,349+37.1% | $3,952+50.9% |
| Admin fee / account holder | $5,341 | $3,769+41.7% | $5,538-3.6% | $6,261-14.7% |