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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 | $84,519 | $85,171-0.8% | $172,753-51.1% | $72,976+15.8% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.6%+9.7pp | 69.5%+22.9pp |
| Annual return | 34.76% | 27.32%+7.4pp | 803.00%-768.2pp | 81.02%-46.3pp |
| Employer contribution / active EE | $5,462 | $3,324+64.3% | $5,144+6.2% | $2,440+123.8% |
| Participant deferral / active EE | $4,324 | $3,260+32.7% | $5,198-16.8% | $3,608+19.9% |
| Admin fee / account holder | $17,544 | $5,880+198.4% | $13,956+25.7% | $5,124+242.4% |