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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 | $94,809 | $61,755+53.5% | $97,161-2.4% | $80,911+17.2% |
| Participation rate | 95.0% | 63.5%+31.5pp | 72.7%+22.3pp | 67.6%+27.4pp |
| Annual return | 13.90% | -557.90%+571.8pp | 75.36%-61.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,410 | $1,835+31.3% | $2,723-11.5% | $2,756-12.6% |
| Participant deferral / active EE | $7,552 | $3,026+149.5% | $4,265+77.1% | $4,297+75.7% |
| Admin fee / account holder | $18,356 | $5,166+255.3% | $5,647+225.0% | $6,935+164.7% |