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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 | $127,792 | $55,470+130.4% | $155,556-17.8% | $74,478+71.6% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 12.97% | 269.80%-256.8pp | 64.84%-51.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $398 | $2,267-82.4% | $4,675-91.5% | $2,626-84.8% |
| Participant deferral / active EE | $4,867 | $2,838+71.5% | $5,631-13.6% | $4,350+11.9% |
| Admin fee / account holder | $3,956 | $1,744+126.8% | $15,885-75.1% | $1,946+103.3% |