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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 | $99,470 | $85,171+16.8% | $172,752-42.4% | $72,975+36.3% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 24.29% | 27.32%-3.0pp | 802.97%-778.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,944 | $3,324-11.4% | $5,144-42.8% | $2,440+20.7% |
| Participant deferral / active EE | $7,839 | $3,260+140.5% | $5,198+50.8% | $3,608+117.3% |
| Admin fee / account holder | $756 | $5,880-87.1% | $13,955-94.6% | $5,124-85.2% |