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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 | $83,023 | $85,171-2.5% | $172,753-51.9% | $72,976+13.8% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 23.55% | 27.32%-3.8pp | 803.00%-779.5pp | 81.02%-57.5pp |
| Employer contribution / active EE | $2,125 | $3,324-36.1% | $5,144-58.7% | $2,440-12.9% |
| Participant deferral / active EE | $4,661 | $3,260+43.0% | $5,198-10.3% | $3,608+29.2% |
| Admin fee / account holder | $6,538 | $5,880+11.2% | $13,956-53.2% | $5,124+27.6% |