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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 | $82,499 | $52,279+57.8% | $89,435-7.8% | $79,856+3.3% |
| Participation rate | 92.3% | 57.5%+34.8pp | 68.0%+24.3pp | 69.6%+22.7pp |
| Annual return | 13.76% | 22.16%-8.4pp | 245.55%-231.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,281 | $1,572+236.1% | $2,587+104.1% | $2,471+113.7% |
| Participant deferral / active EE | $9,596 | $2,740+250.2% | $3,890+146.7% | $3,741+156.5% |
| Admin fee / account holder | $1,810 | $3,356-46.1% | $4,884-63.0% | $5,306-65.9% |