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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 | $90,963 | $61,787+47.2% | $97,197-6.4% | $80,925+12.4% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.7%+25.7pp | 67.7%+30.7pp |
| Annual return | 12.86% | -558.16%+571.0pp | 75.47%-62.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $4,350 | $1,836+136.9% | $2,723+59.8% | $2,756+57.8% |
| Participant deferral / active EE | $5,358 | $3,027+77.0% | $4,263+25.7% | $4,299+24.7% |
| Admin fee / account holder | $3,677 | $5,170-28.9% | $5,637-34.8% | $6,940-47.0% |