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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 | $130,002 | $85,171+52.6% | $172,753-24.7% | $72,976+78.1% |
| Participation rate | 71.7% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.2pp |
| Annual return | 23.90% | 27.32%-3.4pp | 803.00%-779.1pp | 81.02%-57.1pp |
| Employer contribution / active EE | $456 | $3,324-86.3% | $5,144-91.1% | $2,440-81.3% |
| Participant deferral / active EE | $5,412 | $3,260+66.0% | $5,198+4.1% | $3,608+50.0% |
| Admin fee / account holder | $751 | $5,880-87.2% | $13,956-94.6% | $5,124-85.3% |