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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 | $109,678 | $85,171+28.8% | $172,753-36.5% | $72,976+50.3% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.6%+16.2pp | 69.5%+29.4pp |
| Annual return | 23.06% | 27.32%-4.3pp | 803.00%-779.9pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,606 | $3,324-21.6% | $5,144-49.3% | $2,440+6.8% |
| Participant deferral / active EE | $5,872 | $3,260+80.1% | $5,198+13.0% | $3,608+62.8% |
| Admin fee / account holder | $22,218 | $5,880+277.8% | $13,956+59.2% | $5,124+333.6% |