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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 | $48,011+96.2% | $63,803+47.6% | $82,637+14.0% |
| Participation rate | 92.0% | 66.6%+25.4pp | 72.7%+19.3pp | 68.1%+23.9pp |
| Annual return | 12.02% | 19.84%-7.8pp | 543.72%-531.7pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,526 | $1,904-19.8% | $2,532-39.7% | $2,552-40.2% |
| Participant deferral / active EE | $1,526 | $2,846-46.4% | $3,843-60.3% | $4,126-63.0% |
| Admin fee / account holder | $8,531 | $3,873+120.3% | $5,196+64.2% | $7,339+16.3% |