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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 | $86,351 | $50,554+70.8% | $67,681+27.6% | $87,485-1.3% |
| Participation rate | 91.9% | 67.7%+24.2pp | 73.7%+18.2pp | 68.9%+23.0pp |
| Annual return | 11.65% | 17.81%-6.2pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,526 | $1,988+77.3% | $2,678+31.7% | $2,596+35.8% |
| Participant deferral / active EE | $2,730 | $2,961-7.8% | $3,976-31.3% | $4,274-36.1% |
| Admin fee / account holder | $4,367 | $4,132+5.7% | $6,100-28.4% | $7,775-43.8% |