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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 | $120,096 | $85,169+41.0% | $172,755-30.5% | $72,983+64.6% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 22.06% | 27.32%-5.3pp | 802.94%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,115 | $3,324-36.4% | $5,144-58.9% | $2,440-13.3% |
| Participant deferral / active EE | $4,775 | $3,260+46.5% | $5,198-8.1% | $3,608+32.4% |
| Admin fee / account holder | $11,289 | $5,880+92.0% | $13,955-19.1% | $5,124+120.3% |