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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 | $90,966 | $56,134+62.1% | $96,171-5.4% | $85,847+6.0% |
| Participation rate | 79.3% | 56.7%+22.6pp | 68.4%+10.9pp | 69.3%+10.0pp |
| Annual return | 15.91% | 42.30%-26.4pp | 192.04%-176.1pp | 318.61%-302.7pp |
| Employer contribution / active EE | $1,034 | $1,620-36.1% | $2,799-63.0% | $2,565-59.7% |
| Participant deferral / active EE | $5,788 | $2,858+102.6% | $4,350+33.1% | $3,952+46.5% |
| Admin fee / account holder | $8,622 | $3,769+128.8% | $5,538+55.7% | $6,261+37.7% |