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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 | $90,132 | $58,311+54.6% | $81,882+10.1% | $80,959+11.3% |
| Participation rate | 86.4% | 63.5%+22.9pp | 72.4%+14.0pp | 67.7%+18.7pp |
| Annual return | 15.37% | 41.85%-26.5pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $4,574 | $2,347+94.9% | $2,916+56.8% | $2,757+65.9% |
| Participant deferral / active EE | $8,946 | $3,287+172.2% | $4,323+106.9% | $4,300+108.0% |
| Admin fee / account holder | $1,935 | $4,752-59.3% | $7,360-73.7% | $6,925-72.1% |