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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 | $71,238 | $61,815+15.2% | $97,295-26.8% | $80,959-12.0% |
| Participation rate | 95.8% | 63.5%+32.3pp | 72.7%+23.1pp | 67.7%+28.1pp |
| Annual return | 24.35% | -558.73%+583.1pp | 75.62%-51.3pp | 35.67%-11.3pp |
| Employer contribution / active EE | $6,958 | $1,836+278.9% | $2,723+155.5% | $2,757+152.4% |
| Participant deferral / active EE | $4,529 | $3,027+49.6% | $4,264+6.2% | $4,300+5.3% |
| Admin fee / account holder | $11,797 | $5,166+128.4% | $5,646+108.9% | $6,925+70.3% |