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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 | $125,229 | $52,967+136.4% | $172,753-27.5% | $65,186+92.1% |
| Participation rate | 81.2% | 66.2%+15.0pp | 82.6%-1.5pp | 70.2%+11.0pp |
| Annual return | 20.79% | 30.12%-9.3pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $3,590 | $2,190+63.9% | $5,144-30.2% | $2,177+64.9% |
| Participant deferral / active EE | $4,227 | $2,471+71.1% | $5,198-18.7% | $3,514+20.3% |
| Admin fee / account holder | $3,406 | $472+621.6% | $13,956-75.6% | $847+302.0% |