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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 | $129,608 | $85,171+52.2% | $172,753-25.0% | $72,976+77.6% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 16.62% | 27.32%-10.7pp | 803.00%-786.4pp | 81.02%-64.4pp |
| Employer contribution / active EE | $647 | $3,324-80.5% | $5,144-87.4% | $2,440-73.5% |
| Participant deferral / active EE | $5,445 | $3,260+67.0% | $5,198+4.8% | $3,608+50.9% |
| Admin fee / account holder | $1,490 | $5,880-74.7% | $13,956-89.3% | $5,124-70.9% |