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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 | $76,074 | $85,171-10.7% | $172,752-56.0% | $72,975+4.2% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 24.75% | 27.32%-2.6pp | 802.97%-778.2pp | 81.01%-56.3pp |
| Employer contribution / active EE | $7,138 | $3,324+114.7% | $5,144+38.8% | $2,440+192.5% |
| Participant deferral / active EE | $5,386 | $3,260+65.2% | $5,198+3.6% | $3,608+49.3% |
| Admin fee / account holder | $1,499 | $5,880-74.5% | $13,955-89.3% | $5,124-70.8% |