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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 | $84,475 | $69,248+22.0% | $64,101+31.8% | $139,466-39.4% |
| Participation rate | 88.2% | 75.6%+12.6pp | 72.3%+15.9pp | 80.3%+7.9pp |
| Annual return | 12.85% | 45.95%-33.1pp | 33.72%-20.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,811 | $3,185-43.1% | $2,749-34.1% | $4,754-61.9% |
| Participant deferral / active EE | $2,000 | $4,682-57.3% | $3,881-48.5% | $6,712-70.2% |
| Admin fee / account holder | $5,016 | $4,247+18.1% | $3,070+63.4% | $11,409-56.0% |