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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 | $89,552 | $56,431+58.7% | $130,788-31.5% | $87,485+2.4% |
| Participation rate | 74.3% | 58.9%+15.4pp | 70.1%+4.2pp | 68.9%+5.4pp |
| Annual return | 18.23% | 91.27%-73.0pp | 386.44%-368.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,459 | $1,549+58.7% | $3,558-30.9% | $2,596-5.3% |
| Participant deferral / active EE | $6,203 | $2,749+125.6% | $4,137+49.9% | $4,274+45.1% |
| Admin fee / account holder | $6,815 | $4,433+53.7% | $6,673+2.1% | $7,775-12.3% |