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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 | $99,244 | $69,248+43.3% | $64,101+54.8% | $139,466-28.8% |
| Participation rate | 94.4% | 75.6%+18.8pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 12.39% | 45.95%-33.6pp | 33.72%-21.3pp | 373.66%-361.3pp |
| Employer contribution / active EE | $6,354 | $3,185+99.5% | $2,749+131.2% | $4,754+33.7% |
| Participant deferral / active EE | $2,295 | $4,682-51.0% | $3,881-40.9% | $6,712-65.8% |
| Admin fee / account holder | $4,428 | $4,247+4.3% | $3,070+44.2% | $11,409-61.2% |