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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 | $117,445 | $99,341+18.2% | $84,750+38.6% | $273,965-57.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3101.84% | 22.93%+3078.9pp | 22.78%+3079.1pp | 41.45%+3060.4pp |
| Employer contribution / active EE | $661 | $4,214-84.3% | $3,574-81.5% | $4,869-86.4% |
| Participant deferral / active EE | $5,031 | $4,269+17.8% | $3,712+35.6% | $5,287-4.8% |
| Admin fee / account holder | $608 | $6,644-90.8% | $5,332-88.6% | $10,132-94.0% |