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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 | $94,184 | $47,479+98.4% | $62,929+49.7% | $82,448+14.2% |
| Participation rate | 92.0% | 66.9%+25.1pp | 73.1%+18.9pp | 68.1%+23.9pp |
| Annual return | 12.02% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,526 | $1,885-19.1% | $2,505-39.1% | $2,551-40.2% |
| Participant deferral / active EE | $1,526 | $2,870-46.8% | $3,888-60.8% | $4,139-63.1% |
| Admin fee / account holder | $8,531 | $3,804+124.3% | $5,065+68.5% | $7,234+17.9% |