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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 | $78,118 | $85,169-8.3% | $172,755-54.8% | $72,983+7.0% |
| Participation rate | 84.8% | 70.1%+14.7pp | 82.6%+2.1pp | 69.5%+15.3pp |
| Annual return | 17.46% | 27.32%-9.9pp | 802.94%-785.5pp | 81.01%-63.5pp |
| Employer contribution / active EE | $6,198 | $3,324+86.5% | $5,144+20.5% | $2,440+154.0% |
| Participant deferral / active EE | $4,798 | $3,260+47.2% | $5,198-7.7% | $3,608+33.0% |
| Admin fee / account holder | $12,963 | $5,880+120.5% | $13,955-7.1% | $5,124+153.0% |