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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 | $81,038 | $88,137-8.1% | $164,975-50.9% | $74,429+8.9% |
| Participation rate | 92.9% | 73.1%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 28.48% | 17.13%+11.4pp | 70.12%-41.6pp | 1368.38%-1339.9pp |
| Employer contribution / active EE | $5,248 | $2,597+102.1% | $4,343+20.9% | $2,625+100.0% |
| Participant deferral / active EE | $7,421 | $4,501+64.9% | $6,033+23.0% | $4,348+70.7% |
| Admin fee / account holder | $2,134 | $2,231-4.4% | $12,688-83.2% | $1,944+9.8% |