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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 | $84,335 | $48,570+73.6% | $130,660-35.5% | $72,983+15.6% |
| Participation rate | 75.3% | 58.6%+16.7pp | 71.7%+3.5pp | 69.5%+5.8pp |
| Annual return | 26.88% | 38.63%-11.7pp | 1709.29%-1682.4pp | 81.01%-54.1pp |
| Employer contribution / active EE | $1,676 | $1,334+25.7% | $4,092-59.0% | $2,440-31.3% |
| Participant deferral / active EE | $4,393 | $2,384+84.3% | $3,603+21.9% | $3,608+21.8% |
| Admin fee / account holder | $801 | $3,549-77.4% | $5,463-85.3% | $5,124-84.4% |