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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 | $119,461 | $85,171+40.3% | $172,753-30.8% | $72,976+63.7% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 18.03% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $833 | $3,324-74.9% | $5,144-83.8% | $2,440-65.8% |
| Participant deferral / active EE | $6,520 | $3,260+100.0% | $5,198+25.4% | $3,608+80.7% |
| Admin fee / account holder | $3,073 | $5,880-47.7% | $13,956-78.0% | $5,124-40.0% |