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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 | $116,674 | $85,171+37.0% | $172,752-32.5% | $72,975+59.9% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 17.97% | 27.32%-9.4pp | 802.97%-785.0pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2,035 | $3,324-38.8% | $5,144-60.4% | $2,440-16.6% |
| Participant deferral / active EE | $3,541 | $3,260+8.6% | $5,198-31.9% | $3,608-1.8% |
| Admin fee / account holder | $1,088 | $5,880-81.5% | $13,955-92.2% | $5,124-78.8% |