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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 | $92,804 | $48,011+93.3% | $63,803+45.5% | $82,637+12.3% |
| Participation rate | 78.0% | 66.6%+11.5pp | 72.7%+5.3pp | 68.1%+10.0pp |
| Annual return | 16.54% | 19.84%-3.3pp | 543.72%-527.2pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,829 | $1,904+48.6% | $2,532+11.7% | $2,552+10.8% |
| Participant deferral / active EE | $5,221 | $2,846+83.4% | $3,843+35.8% | $4,126+26.5% |
| Admin fee / account holder | $2,624 | $3,873-32.3% | $5,196-49.5% | $7,339-64.2% |