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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 | $77,300 | $82,630-6.5% | $64,105+20.6% | $125,389-38.4% |
| Participation rate | 95.5% | 75.9%+19.6pp | 68.2%+27.3pp | 83.2%+12.3pp |
| Annual return | 2.31% | 1489.72%-1487.4pp | 791.24%-788.9pp | 282.24%-279.9pp |
| Employer contribution / active EE | $2,478 | $2,671-7.2% | $1,820+36.1% | $4,866-49.1% |
| Participant deferral / active EE | $4,741 | $3,608+31.4% | $2,822+68.0% | $5,352-11.4% |
| Admin fee / account holder | $1,364 | $6,382-78.6% | $4,499-69.7% | $9,541-85.7% |