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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 | $83,999 | $85,169-1.4% | $172,755-51.4% | $72,983+15.1% |
| Participation rate | 91.5% | 70.1%+21.4pp | 82.6%+8.8pp | 69.5%+22.0pp |
| Annual return | 16.02% | 27.32%-11.3pp | 802.94%-786.9pp | 81.01%-65.0pp |
| Employer contribution / active EE | $5,380 | $3,324+61.9% | $5,144+4.6% | $2,440+120.5% |
| Participant deferral / active EE | $4,159 | $3,260+27.6% | $5,198-20.0% | $3,608+15.3% |
| Admin fee / account holder | $45,934 | $5,880+681.1% | $13,955+229.2% | $5,124+796.4% |