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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 | $102,631 | $85,171+20.5% | $172,753-40.6% | $72,976+40.6% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 18.45% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,833 | $3,324-14.8% | $5,144-44.9% | $2,440+16.1% |
| Participant deferral / active EE | $8,696 | $3,260+166.8% | $5,198+67.3% | $3,608+141.0% |
| Admin fee / account holder | $62,584 | $5,880+964.3% | $13,956+348.5% | $5,124+1121.4% |