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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 | $95,708 | $79,184+20.9% | $102,438-6.6% | $74,546+28.4% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 13.37% | 54.95%-41.6pp | 29.37%-16.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,350 | $2,362-0.5% | $3,024-22.3% | $2,624-10.5% |
| Participant deferral / active EE | $4,931 | $4,414+11.7% | $5,054-2.4% | $4,347+13.4% |
| Admin fee / account holder | $4,882 | $2,001+144.0% | $9,448-48.3% | $1,944+151.2% |