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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 | $96,360 | $51,184+88.3% | $66,439+45.0% | $86,983+10.8% |
| Participation rate | 86.7% | 68.5%+18.2pp | 74.5%+12.2pp | 69.5%+17.1pp |
| Annual return | 14.97% | 17.07%-2.1pp | 757.66%-742.7pp | 25.83%-10.9pp |
| Employer contribution / active EE | $2,987 | $2,023+47.7% | $2,637+13.3% | $2,584+15.6% |
| Participant deferral / active EE | $5,262 | $2,927+79.8% | $3,876+35.8% | $4,194+25.5% |
| Admin fee / account holder | $1,298 | $4,154-68.8% | $6,173-79.0% | $7,856-83.5% |