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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 | $72,295 | $99,652-27.5% | $78,778-8.2% | $147,586-51.0% |
| Participation rate | 90.5% | 76.2%+14.2pp | 69.2%+21.3pp | 82.8%+7.6pp |
| Annual return | 7.99% | 47.28%-39.3pp | 35.62%-27.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $6,385 | $2,796+128.4% | $1,986+221.6% | $4,876+30.9% |
| Participant deferral / active EE | $4,067 | $3,664+11.0% | $2,958+37.5% | $5,439-25.2% |
| Admin fee / account holder | $2,200 | $7,155-69.3% | $5,134-57.1% | $10,886-79.8% |