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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 | $132,125 | $85,171+55.1% | $172,752-23.5% | $72,975+81.1% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.2pp |
| Annual return | 21.09% | 27.32%-6.2pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $6,096 | $3,324+83.4% | $5,144+18.5% | $2,440+149.8% |
| Participant deferral / active EE | $4,028 | $3,260+23.6% | $5,198-22.5% | $3,608+11.6% |
| Admin fee / account holder | $1,952 | $5,880-66.8% | $13,955-86.0% | $5,124-61.9% |