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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 | $73,482 | $63,346+16.0% | $92,240-20.3% | $70,126+4.8% |
| Participation rate | 89.5% | 68.7%+20.8pp | 76.5%+13.0pp | 69.5%+19.9pp |
| Annual return | 16.55% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,434 | $2,471-1.5% | $3,680-33.8% | $2,343+3.9% |
| Participant deferral / active EE | $2,923 | $2,854+2.4% | $3,897-25.0% | $3,332-12.3% |
| Admin fee / account holder | $680 | $3,841-82.3% | $5,194-86.9% | $4,645-85.4% |