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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 | $74,843 | $48,011+55.9% | $63,803+17.3% | $82,637-9.4% |
| Participation rate | 97.9% | 66.6%+31.3pp | 72.7%+25.2pp | 68.1%+29.8pp |
| Annual return | 14.86% | 19.84%-5.0pp | 543.72%-528.9pp | 53.51%-38.6pp |
| Employer contribution / active EE | $10,306 | $1,904+441.4% | $2,532+307.0% | $2,552+303.8% |
| Participant deferral / active EE | $5,771 | $2,846+102.7% | $3,843+50.2% | $4,126+39.9% |
| Admin fee / account holder | $2,102 | $3,873-45.7% | $5,196-59.6% | $7,339-71.4% |