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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 | $134,311 | $85,171+57.7% | $172,752-22.3% | $72,975+84.0% |
| Participation rate | 74.3% | 70.1%+4.3pp | 82.6%-8.3pp | 69.5%+4.8pp |
| Annual return | 20.96% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,707 | $3,324-18.6% | $5,144-47.4% | $2,440+11.0% |
| Participant deferral / active EE | $3,569 | $3,260+9.5% | $5,198-31.3% | $3,608-1.1% |
| Admin fee / account holder | $1,464 | $5,880-75.1% | $13,955-89.5% | $5,124-71.4% |