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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 | $55,437+130.5% | $155,534-17.8% | $74,459+71.6% |
| Participation rate | 77.0% | 61.9%+15.2pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 12.97% | 269.58%-256.6pp | 64.92%-51.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $398 | $2,266-82.4% | $4,675-91.5% | $2,626-84.8% |
| Participant deferral / active EE | $4,867 | $2,837+71.5% | $5,630-13.6% | $4,350+11.9% |
| Admin fee / account holder | $3,956 | $1,742+127.0% | $15,900-75.1% | $1,945+103.4% |