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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 | $93,205 | $85,171+9.4% | $172,752-46.0% | $72,975+27.7% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 22.96% | 27.32%-4.4pp | 802.97%-780.0pp | 81.01%-58.1pp |
| Employer contribution / active EE | $6,772 | $3,324+103.7% | $5,144+31.6% | $2,440+177.5% |
| Participant deferral / active EE | $6,007 | $3,260+84.3% | $5,198+15.6% | $3,608+66.5% |
| Admin fee / account holder | $1,269 | $5,880-78.4% | $13,955-90.9% | $5,124-75.2% |