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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 | $77,292 | $63,346+22.0% | $92,240-16.2% | $70,126+10.2% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 17.42% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $8,260 | $2,471+234.2% | $3,680+124.5% | $2,343+252.6% |
| Participant deferral / active EE | $3,570 | $2,854+25.1% | $3,897-8.4% | $3,332+7.1% |
| Admin fee / account holder | $2,169 | $3,841-43.5% | $5,194-58.2% | $4,645-53.3% |