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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 | $61,755+47.3% | $97,161-6.4% | $80,911+12.4% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.7%+25.7pp | 67.6%+30.7pp |
| Annual return | 12.86% | -557.90%+570.8pp | 75.36%-62.5pp | 35.63%-22.8pp |
| Employer contribution / active EE | $4,350 | $1,835+137.1% | $2,723+59.7% | $2,756+57.9% |
| Participant deferral / active EE | $5,358 | $3,026+77.1% | $4,265+25.6% | $4,297+24.7% |
| Admin fee / account holder | $3,677 | $5,166-28.8% | $5,647-34.9% | $6,935-47.0% |