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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 | $73,208 | $98,766-25.9% | $149,730-51.1% | $79,852-8.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 20.93% | 27.43%-6.5pp | 276.70%-255.8pp | 31.72%-10.8pp |
| Employer contribution / active EE | $5,953 | $3,217+85.1% | $4,645+28.2% | $2,471+140.9% |
| Participant deferral / active EE | $12,262 | $5,681+115.8% | $6,843+79.2% | $3,740+227.8% |
| Admin fee / account holder | $2,112 | $6,052-65.1% | $9,310-77.3% | $5,306-60.2% |