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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 | $97,825 | $56,134+74.3% | $96,171+1.7% | $85,847+14.0% |
| Participation rate | 93.1% | 56.7%+36.4pp | 68.4%+24.7pp | 69.3%+23.8pp |
| Annual return | 22.70% | 42.30%-19.6pp | 192.04%-169.3pp | 318.61%-295.9pp |
| Employer contribution / active EE | $4,302 | $1,620+165.5% | $2,799+53.7% | $2,565+67.7% |
| Participant deferral / active EE | $7,991 | $2,858+179.7% | $4,350+83.7% | $3,952+102.2% |
| Admin fee / account holder | $5,286 | $3,769+40.2% | $5,538-4.6% | $6,261-15.6% |