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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 | $78,522 | $90,107-12.9% | $182,262-56.9% | $69,733+12.6% |
| Participation rate | 99.0% | 64.8%+34.2pp | 84.2%+14.8pp | 62.5%+36.6pp |
| Annual return | 19.74% | 95.58%-75.8pp | 140.60%-120.9pp | 15.22%+4.5pp |
| Employer contribution / active EE | $4,630 | $3,043+52.2% | $5,046-8.2% | $2,250+105.7% |
| Participant deferral / active EE | $7,823 | $5,135+52.4% | $8,276-5.5% | $3,054+156.1% |
| Admin fee / account holder | $2,214 | $3,377-34.4% | $16,712-86.7% | $3,102-28.6% |