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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 | $85,494 | $52,279+63.5% | $89,414-4.4% | $79,852+7.1% |
| Participation rate | 97.2% | 57.5%+39.6pp | 68.0%+29.2pp | 69.6%+27.5pp |
| Annual return | 17.04% | 22.16%-5.1pp | 245.50%-228.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $3,574 | $1,572+127.4% | $2,586+38.2% | $2,471+44.6% |
| Participant deferral / active EE | $9,833 | $2,740+258.8% | $3,890+152.8% | $3,740+162.9% |
| Admin fee / account holder | $1,343 | $3,356-60.0% | $4,883-72.5% | $5,306-74.7% |