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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 | $94,853 | $63,346+49.7% | $92,240+2.8% | $70,126+35.3% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 17.21% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,317 | $2,471-6.3% | $3,680-37.0% | $2,343-1.1% |
| Participant deferral / active EE | $2,369 | $2,854-17.0% | $3,897-39.2% | $3,332-28.9% |
| Admin fee / account holder | $3,039 | $3,841-20.9% | $5,194-41.5% | $4,645-34.6% |