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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 | $91,094 | $63,346+43.8% | $92,240-1.2% | $70,126+29.9% |
| Participation rate | 97.6% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 13.52% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,257 | $2,471-49.2% | $3,680-65.9% | $2,343-46.4% |
| Participant deferral / active EE | $3,078 | $2,854+7.8% | $3,897-21.0% | $3,332-7.6% |
| Admin fee / account holder | $12,373 | $3,841+222.1% | $5,194+138.2% | $4,645+166.3% |