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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 | $84,035 | $56,134+49.7% | $96,171-12.6% | $85,847-2.1% |
| Participation rate | 73.1% | 56.7%+16.4pp | 68.4%+4.6pp | 69.3%+3.8pp |
| Annual return | 31.82% | 42.30%-10.5pp | 192.04%-160.2pp | 318.61%-286.8pp |
| Employer contribution / active EE | $4,619 | $1,620+185.1% | $2,799+65.0% | $2,565+80.1% |
| Participant deferral / active EE | $9,845 | $2,858+244.5% | $4,350+126.3% | $3,952+149.1% |
| Admin fee / account holder | $5,530 | $3,769+46.7% | $5,538-0.2% | $6,261-11.7% |