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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 | $117,334 | $52,507+123.5% | $129,406-9.3% | $74,478+57.5% |
| Participation rate | 86.9% | 53.9%+33.0pp | 69.6%+17.3pp | 67.2%+19.7pp |
| Annual return | 12.03% | 15.64%-3.6pp | 9468.18%-9456.1pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,884 | $1,534+22.8% | $4,155-54.7% | $2,626-28.3% |
| Participant deferral / active EE | $4,919 | $2,801+75.6% | $4,167+18.0% | $4,350+13.1% |
| Admin fee / account holder | $10,397 | $2,639+294.0% | $7,689+35.2% | $1,946+434.3% |