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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 | $98,944 | $58,312+69.7% | $86,656+14.2% | $71,529+38.3% |
| Participation rate | 81.7% | 65.0%+16.7pp | 71.7%+10.0pp | 67.9%+13.8pp |
| Annual return | 19.03% | 24.08%-5.0pp | 593.09%-574.1pp | 28.97%-9.9pp |
| Employer contribution / active EE | $1,314 | $2,576-49.0% | $3,025-56.6% | $2,590-49.3% |
| Participant deferral / active EE | $2,311 | $3,439-32.8% | $4,439-47.9% | $4,291-46.2% |
| Admin fee / account holder | $6,978 | $1,057+560.2% | $5,619+24.2% | $1,588+339.3% |