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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 | $129,103 | $85,171+51.6% | $172,752-25.3% | $72,975+76.9% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.6%+1.2pp | 69.5%+14.4pp |
| Annual return | 24.10% | 27.32%-3.2pp | 802.97%-778.9pp | 81.01%-56.9pp |
| Employer contribution / active EE | $4,039 | $3,324+21.5% | $5,144-21.5% | $2,440+65.5% |
| Participant deferral / active EE | $8,938 | $3,260+174.2% | $5,198+72.0% | $3,608+147.7% |
| Admin fee / account holder | $3,532 | $5,880-39.9% | $13,955-74.7% | $5,124-31.1% |