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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 | $96,124 | $65,440+46.9% | $98,506-2.4% | $85,851+12.0% |
| Participation rate | 91.9% | 65.0%+26.9pp | 73.3%+18.5pp | 69.3%+22.6pp |
| Annual return | 12.42% | 21.75%-9.3pp | 1494.92%-1482.5pp | 318.63%-306.2pp |
| Employer contribution / active EE | $2,160 | $2,169-0.4% | $2,961-27.1% | $2,565-15.8% |
| Participant deferral / active EE | $3,805 | $3,168+20.1% | $4,277-11.0% | $3,952-3.7% |
| Admin fee / account holder | $2,808 | $4,596-38.9% | $5,955-52.8% | $6,261-55.2% |