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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 | $92,438 | $65,440+41.3% | $98,506-6.2% | $85,851+7.7% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.3%+23.0pp |
| Annual return | 13.81% | 21.75%-7.9pp | 1494.92%-1481.1pp | 318.63%-304.8pp |
| Employer contribution / active EE | $1,843 | $2,169-15.0% | $2,961-37.8% | $2,565-28.2% |
| Participant deferral / active EE | $1,763 | $3,168-44.4% | $4,277-58.8% | $3,952-55.4% |
| Admin fee / account holder | $12,748 | $4,596+177.4% | $5,955+114.1% | $6,261+103.6% |