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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 | $87,867 | $53,128+65.4% | $86,581+1.5% | $70,124+25.3% |
| Participation rate | 81.5% | 65.3%+16.2pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 17.80% | 27.66%-9.9pp | 965.06%-947.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $9,087 | $2,068+339.4% | $2,840+220.0% | $2,342+287.9% |
| Participant deferral / active EE | $8,444 | $2,695+213.3% | $3,609+134.0% | $3,332+153.4% |
| Admin fee / account holder | $4,480 | $3,584+25.0% | $4,904-8.6% | $4,645-3.6% |