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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 | $90,550 | $51,222+76.8% | $70,544+28.4% | $75,173+20.5% |
| Participation rate | 90.0% | 61.0%+29.0pp | 68.4%+21.6pp | 67.2%+22.8pp |
| Annual return | 18.05% | 30.06%-12.0pp | 32.79%-14.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $5,798 | $1,827+217.4% | $2,976+94.9% | $2,671+117.1% |
| Participant deferral / active EE | $4,406 | $2,850+54.6% | $4,568-3.5% | $4,126+6.8% |
| Admin fee / account holder | $1,601 | $4,096-60.9% | $6,427-75.1% | $5,651-71.7% |