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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 | $106,803 | $63,346+68.6% | $92,239+15.8% | $70,124+52.3% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 17.40% | 530.19%-512.8pp | 176.29%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,284 | $2,471-48.1% | $3,680-65.1% | $2,342-45.2% |
| Participant deferral / active EE | $6,953 | $2,854+143.6% | $3,897+78.4% | $3,332+108.7% |
| Admin fee / account holder | $1,382 | $3,841-64.0% | $5,194-73.4% | $4,645-70.3% |