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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 | $89,977 | $46,596+93.1% | $64,099+40.4% | $75,181+19.7% |
| Participation rate | 90.2% | 65.9%+24.3pp | 72.3%+17.9pp | 67.2%+23.0pp |
| Annual return | 17.56% | 26.04%-8.5pp | 33.70%-16.1pp | 160.69%-143.1pp |
| Employer contribution / active EE | $3,660 | $1,975+85.3% | $2,748+33.2% | $2,671+37.1% |
| Participant deferral / active EE | $3,660 | $2,837+29.0% | $3,881-5.7% | $4,126-11.3% |
| Admin fee / account holder | $9,171 | $2,954+210.4% | $3,070+198.7% | $5,650+62.3% |