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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 | $114,650 | $85,171+34.6% | $172,753-33.6% | $72,976+57.1% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 19.71% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $3,132 | $3,324-5.8% | $5,144-39.1% | $2,440+28.4% |
| Participant deferral / active EE | $5,316 | $3,260+63.1% | $5,198+2.3% | $3,608+47.4% |
| Admin fee / account holder | $2,105 | $5,880-64.2% | $13,956-84.9% | $5,124-58.9% |