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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 | $121,263 | $85,171+42.4% | $172,752-29.8% | $72,975+66.2% |
| Participation rate | 88.2% | 70.1%+18.2pp | 82.6%+5.6pp | 69.5%+18.7pp |
| Annual return | 20.07% | 27.32%-7.3pp | 802.97%-782.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $5,882 | $3,324+77.0% | $5,144+14.4% | $2,440+141.1% |
| Participant deferral / active EE | $7,108 | $3,260+118.0% | $5,198+36.7% | $3,608+97.0% |
| Admin fee / account holder | $40,680 | $5,880+591.8% | $13,955+191.5% | $5,124+693.9% |