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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 | $82,950 | $58,241+42.4% | $81,780+1.4% | $80,911+2.5% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 13.87% | 41.73%-27.9pp | 776.27%-762.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $2,606 | $2,343+11.2% | $2,914-10.6% | $2,756-5.4% |
| Participant deferral / active EE | $3,494 | $3,283+6.4% | $4,321-19.1% | $4,297-18.7% |
| Admin fee / account holder | $1,525 | $4,973-69.3% | $7,384-79.3% | $6,935-78.0% |