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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 | $95,316 | $60,504+57.5% | $81,882+16.4% | $74,478+28.0% |
| Participation rate | 78.7% | 62.9%+15.8pp | 72.4%+6.3pp | 67.2%+11.5pp |
| Annual return | 12.24% | 16.91%-4.7pp | 779.47%-767.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,839 | $2,627-30.0% | $2,916-36.9% | $2,626-30.0% |
| Participant deferral / active EE | $6,671 | $3,400+96.2% | $4,323+54.3% | $4,350+53.3% |
| Admin fee / account holder | $1,890 | $1,492+26.7% | $7,360-74.3% | $1,946-2.8% |