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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 | $106,348 | $65,566+62.2% | $86,235+23.3% | $75,177+41.5% |
| Participation rate | 87.9% | 60.5%+27.4pp | 69.0%+18.9pp | 67.2%+20.7pp |
| Annual return | 18.20% | 46.07%-27.9pp | 1170.03%-1151.8pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,451 | $1,553-6.6% | $2,381-39.0% | $2,671-45.7% |
| Participant deferral / active EE | $5,457 | $3,023+80.5% | $3,987+36.9% | $4,126+32.3% |
| Admin fee / account holder | $6,052 | $5,470+10.6% | $6,856-11.7% | $5,651+7.1% |