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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 | $89,417 | $85,171+5.0% | $172,752-48.2% | $72,975+22.5% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 22.07% | 27.32%-5.3pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,392 | $3,324-28.0% | $5,144-53.5% | $2,440-2.0% |
| Participant deferral / active EE | $4,034 | $3,260+23.7% | $5,198-22.4% | $3,608+11.8% |
| Admin fee / account holder | $4,233 | $5,880-28.0% | $13,955-69.7% | $5,124-17.4% |