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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 | $99,050 | $65,566+51.1% | $86,235+14.9% | $75,177+31.8% |
| Participation rate | 83.5% | 60.5%+23.1pp | 69.0%+14.6pp | 67.2%+16.3pp |
| Annual return | 17.20% | 46.07%-28.9pp | 1170.03%-1152.8pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,071 | $1,553-31.1% | $2,381-55.0% | $2,671-59.9% |
| Participant deferral / active EE | $3,177 | $3,023+5.1% | $3,987-20.3% | $4,126-23.0% |
| Admin fee / account holder | $3,139 | $5,470-42.6% | $6,856-54.2% | $5,651-44.5% |