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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 | $82,113 | $58,311+40.8% | $81,882+0.3% | $80,959+1.4% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 15.28% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $8,933 | $2,347+280.7% | $2,916+206.4% | $2,757+224.0% |
| Participant deferral / active EE | $1,096 | $3,287-66.7% | $4,323-74.7% | $4,300-74.5% |
| Admin fee / account holder | $5,723 | $4,752+20.4% | $7,360-22.2% | $6,925-17.4% |