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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 | $74,354 | $63,346+17.4% | $92,240-19.4% | $70,126+6.0% |
| Participation rate | 92.4% | 68.7%+23.8pp | 76.5%+15.9pp | 69.5%+22.9pp |
| Annual return | 21.17% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $3,529 | $2,471+42.8% | $3,680-4.1% | $2,343+50.6% |
| Participant deferral / active EE | $2,583 | $2,854-9.5% | $3,897-33.7% | $3,332-22.5% |
| Admin fee / account holder | $935 | $3,841-75.7% | $5,194-82.0% | $4,645-79.9% |