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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 | $81,255 | $85,171-4.6% | $172,753-53.0% | $72,976+11.3% |
| Participation rate | 87.7% | 70.1%+17.6pp | 82.6%+5.0pp | 69.5%+18.2pp |
| Annual return | 19.64% | 27.32%-7.7pp | 803.00%-783.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $4,690 | $3,324+41.1% | $5,144-8.8% | $2,440+92.2% |
| Participant deferral / active EE | $5,399 | $3,260+65.6% | $5,198+3.9% | $3,608+49.7% |
| Admin fee / account holder | $13,541 | $5,880+130.3% | $13,956-3.0% | $5,124+164.3% |