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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 | $127,230 | $82,674+53.9% | $125,381+1.5% | $68,486+85.8% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 5.14% | -5.97%+11.1pp | 572.31%-567.2pp | -7.85%+13.0pp |
| Employer contribution / active EE | $26,505 | $3,382+683.7% | $4,815+450.4% | $2,597+920.7% |
| Participant deferral / active EE | $19,338 | $6,111+216.5% | $7,448+159.6% | $4,028+380.1% |
| Admin fee / account holder | $2,166 | $6,277-65.5% | $10,007-78.4% | $5,404-59.9% |