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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 | $113,446 | $85,171+33.2% | $172,753-34.3% | $72,976+55.5% |
| Participation rate | 85.3% | 70.1%+15.2pp | 82.6%+2.6pp | 69.5%+15.8pp |
| Annual return | 18.89% | 27.32%-8.4pp | 803.00%-784.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $2,018 | $3,324-39.3% | $5,144-60.8% | $2,440-17.3% |
| Participant deferral / active EE | $5,887 | $3,260+80.6% | $5,198+13.3% | $3,608+63.2% |
| Admin fee / account holder | $2,954 | $5,880-49.8% | $13,956-78.8% | $5,124-42.3% |