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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 | $95,778 | $53,128+80.3% | $86,582+10.6% | $70,126+36.6% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 16.34% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $4,517 | $2,068+118.4% | $2,839+59.1% | $2,343+92.8% |
| Participant deferral / active EE | $820 | $2,695-69.6% | $3,609-77.3% | $3,332-75.4% |
| Admin fee / account holder | $3,316 | $3,584-7.5% | $4,904-32.4% | $4,645-28.6% |