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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 | $84,985 | $50,554+68.1% | $67,681+25.6% | $87,485-2.9% |
| Participation rate | 86.5% | 67.7%+18.8pp | 73.7%+12.8pp | 68.9%+17.6pp |
| Annual return | 12.18% | 17.81%-5.6pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $14,898 | $1,988+649.2% | $2,678+456.2% | $2,596+473.8% |
| Participant deferral / active EE | $4,762 | $2,961+60.8% | $3,976+19.8% | $4,274+11.4% |
| Admin fee / account holder | $5,867 | $4,132+42.0% | $6,100-3.8% | $7,775-24.5% |