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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 | $97,692 | $52,279+86.9% | $89,414+9.3% | $79,852+22.3% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 12.96% | 22.16%-9.2pp | 245.50%-232.5pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,546 | $1,572-1.6% | $2,586-40.2% | $2,471-37.4% |
| Participant deferral / active EE | $2,043 | $2,740-25.5% | $3,890-47.5% | $3,740-45.4% |
| Admin fee / account holder | $1,097 | $3,356-67.3% | $4,883-77.5% | $5,306-79.3% |