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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 | $97,284 | $48,053+102.4% | $84,628+15.0% | $72,975+33.3% |
| Participation rate | 81.5% | 57.6%+23.9pp | 68.2%+13.2pp | 69.5%+12.0pp |
| Annual return | 19.35% | 37.39%-18.0pp | 258.80%-239.4pp | 81.01%-61.7pp |
| Employer contribution / active EE | $12,504 | $1,602+680.6% | $2,653+371.3% | $2,440+412.4% |
| Participant deferral / active EE | $9,506 | $2,681+254.6% | $3,900+143.7% | $3,608+163.5% |
| Admin fee / account holder | $821 | $3,395-75.8% | $4,914-83.3% | $5,124-84.0% |