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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 | $96,516 | $65,555+47.2% | $86,216+11.9% | $75,173+28.4% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 23.54% | 46.07%-22.5pp | 1169.42%-1145.9pp | 160.72%-137.2pp |
| Employer contribution / active EE | $4,551 | $1,553+193.0% | $2,382+91.1% | $2,671+70.4% |
| Participant deferral / active EE | $6,077 | $3,023+101.0% | $3,986+52.4% | $4,126+47.3% |
| Admin fee / account holder | $880 | $5,469-83.9% | $6,853-87.2% | $5,651-84.4% |