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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 | $108,020 | $56,134+92.4% | $96,171+12.3% | $85,847+25.8% |
| Participation rate | 94.4% | 56.7%+37.7pp | 68.4%+26.0pp | 69.3%+25.1pp |
| Annual return | 20.92% | 42.30%-21.4pp | 192.04%-171.1pp | 318.61%-297.7pp |
| Employer contribution / active EE | $1,886 | $1,620+16.4% | $2,799-32.6% | $2,565-26.5% |
| Participant deferral / active EE | $5,620 | $2,858+96.7% | $4,350+29.2% | $3,952+42.2% |
| Admin fee / account holder | $2,409 | $3,769-36.1% | $5,538-56.5% | $6,261-61.5% |