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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 | $112,121 | $58,828+90.6% | $78,002+43.7% | $62,881+78.3% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 7.82% | 17.16%-9.3pp | 425.99%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,597 | $1,672-4.5% | $2,470-35.4% | $2,281-30.0% |
| Participant deferral / active EE | $3,898 | $2,686+45.2% | $3,497+11.5% | $3,203+21.7% |
| Admin fee / account holder | $10,796 | $4,393+145.7% | $5,481+97.0% | $4,296+151.3% |