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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 | $81,623 | $47,479+71.9% | $62,929+29.7% | $82,448-1.0% |
| Participation rate | 96.4% | 66.9%+29.6pp | 73.1%+23.3pp | 68.1%+28.4pp |
| Annual return | 14.87% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,320 | $1,885-30.0% | $2,505-47.3% | $2,551-48.2% |
| Participant deferral / active EE | $1,966 | $2,870-31.5% | $3,888-49.4% | $4,139-52.5% |
| Admin fee / account holder | $3,032 | $3,804-20.3% | $5,065-40.1% | $7,234-58.1% |