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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 | $138,423 | $85,169+62.5% | $172,755-19.9% | $72,983+89.7% |
| Participation rate | 88.6% | 70.1%+18.6pp | 82.6%+6.0pp | 69.5%+19.1pp |
| Annual return | 19.82% | 27.32%-7.5pp | 802.94%-783.1pp | 81.01%-61.2pp |
| Employer contribution / active EE | $4,266 | $3,324+28.3% | $5,144-17.1% | $2,440+74.8% |
| Participant deferral / active EE | $6,112 | $3,260+87.5% | $5,198+17.6% | $3,608+69.4% |
| Admin fee / account holder | $6,266 | $5,880+6.6% | $13,955-55.1% | $5,124+22.3% |