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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 | $93,821 | $85,171+10.2% | $172,752-45.7% | $72,975+28.6% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 21.87% | 27.32%-5.5pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,883 | $3,324-43.4% | $5,144-63.4% | $2,440-22.8% |
| Participant deferral / active EE | $3,875 | $3,260+18.9% | $5,198-25.4% | $3,608+7.4% |
| Admin fee / account holder | $9,134 | $5,880+55.3% | $13,955-34.5% | $5,124+78.3% |