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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 | $142,891 | $48,570+194.2% | $130,660+9.4% | $72,975+95.8% |
| Participation rate | 85.7% | 58.6%+27.1pp | 71.7%+14.0pp | 69.5%+16.2pp |
| Annual return | 20.86% | 38.63%-17.8pp | 1709.29%-1688.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,701 | $1,334+27.5% | $4,092-58.4% | $2,440-30.3% |
| Participant deferral / active EE | $5,673 | $2,384+138.0% | $3,603+57.4% | $3,608+57.2% |
| Admin fee / account holder | $1,239 | $3,549-65.1% | $5,463-77.3% | $5,124-75.8% |