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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 | $70,175 | $47,479+47.8% | $62,929+11.5% | $82,448-14.9% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 13.80% | 20.34%-6.5pp | 1063.93%-1050.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $8,760 | $1,885+364.6% | $2,505+249.8% | $2,551+243.4% |
| Participant deferral / active EE | $5,323 | $2,870+85.4% | $3,888+36.9% | $4,139+28.6% |
| Admin fee / account holder | $2,749 | $3,804-27.7% | $5,065-45.7% | $7,234-62.0% |