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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 | $80,948 | $47,944+68.8% | $67,834+19.3% | $62,881+28.7% |
| Participation rate | 95.2% | 61.1%+34.2pp | 68.8%+26.4pp | 69.3%+25.9pp |
| Annual return | 8.57% | 11.77%-3.2pp | 138.47%-129.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,962 | $1,562+281.7% | $2,403+148.1% | $2,281+161.4% |
| Participant deferral / active EE | $6,431 | $2,247+186.3% | $3,160+103.5% | $3,203+100.8% |
| Admin fee / account holder | $305 | $3,712-91.8% | $4,622-93.4% | $4,296-92.9% |