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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 | $92,432 | $68,394+35.1% | $94,672-2.4% | $75,177+23.0% |
| Participation rate | 79.3% | 76.1%+3.2pp | 80.8%-1.5pp | 67.2%+12.1pp |
| Annual return | 24.56% | 616.92%-592.4pp | 156.89%-132.3pp | 160.75%-136.2pp |
| Employer contribution / active EE | $1,519 | $2,701-43.8% | $3,673-58.7% | $2,671-43.1% |
| Participant deferral / active EE | $13,205 | $6,536+102.1% | $7,417+78.0% | $4,126+220.0% |
| Admin fee / account holder | $7,487 | $5,326+40.6% | $7,222+3.7% | $5,651+32.5% |