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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 | $130,334 | $85,171+53.0% | $172,753-24.6% | $72,976+78.6% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 18.38% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $1,427 | $3,324-57.1% | $5,144-72.3% | $2,440-41.5% |
| Participant deferral / active EE | $4,484 | $3,260+37.5% | $5,198-13.7% | $3,608+24.3% |
| Admin fee / account holder | $987 | $5,880-83.2% | $13,956-92.9% | $5,124-80.7% |