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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 | $115,821 | $85,171+36.0% | $172,752-33.0% | $72,975+58.7% |
| Participation rate | 77.3% | 70.1%+7.2pp | 82.6%-5.4pp | 69.5%+7.8pp |
| Annual return | 17.07% | 27.32%-10.3pp | 802.97%-785.9pp | 81.01%-63.9pp |
| Employer contribution / active EE | $5,918 | $3,324+78.0% | $5,144+15.0% | $2,440+142.5% |
| Participant deferral / active EE | $1,773 | $3,260-45.6% | $5,198-65.9% | $3,608-50.8% |
| Admin fee / account holder | $5,086 | $5,880-13.5% | $13,955-63.6% | $5,124-0.7% |