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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 | $92,761 | $77,901+19.1% | $149,717-38.0% | $75,181+23.4% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 20.17% | 31.73%-11.6pp | 134.41%-114.2pp | 160.69%-140.5pp |
| Employer contribution / active EE | $4,777 | $3,137+52.3% | $4,820-0.9% | $2,671+78.9% |
| Participant deferral / active EE | $14,082 | $3,411+312.8% | $5,682+147.8% | $4,126+241.3% |
| Admin fee / account holder | $1,570 | $5,949-73.6% | $13,213-88.1% | $5,650-72.2% |