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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 | $102,720 | $60,504+69.8% | $81,882+25.4% | $74,478+37.9% |
| Participation rate | 86.1% | 62.9%+23.2pp | 72.4%+13.8pp | 67.2%+18.9pp |
| Annual return | 16.41% | 16.91%-0.5pp | 779.47%-763.1pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $495 | $2,627-81.2% | $2,916-83.0% | $2,626-81.2% |
| Participant deferral / active EE | $5,091 | $3,400+49.8% | $4,323+17.8% | $4,350+17.0% |
| Admin fee / account holder | $1,639 | $1,492+9.9% | $7,360-77.7% | $1,946-15.8% |