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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 | $90,464 | $56,134+61.2% | $96,171-5.9% | $85,847+5.4% |
| Participation rate | 97.6% | 56.7%+40.9pp | 68.4%+29.2pp | 69.3%+28.3pp |
| Annual return | 19.77% | 42.30%-22.5pp | 192.04%-172.3pp | 318.61%-298.8pp |
| Employer contribution / active EE | $1,453 | $1,620-10.3% | $2,799-48.1% | $2,565-43.4% |
| Participant deferral / active EE | $7,068 | $2,858+147.3% | $4,350+62.5% | $3,952+78.8% |
| Admin fee / account holder | $738 | $3,769-80.4% | $5,538-86.7% | $6,261-88.2% |