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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 | $102,394 | $85,171+20.2% | $172,753-40.7% | $72,976+40.3% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 16.44% | 27.32%-10.9pp | 803.00%-786.6pp | 81.02%-64.6pp |
| Employer contribution / active EE | $1,529 | $3,324-54.0% | $5,144-70.3% | $2,440-37.3% |
| Participant deferral / active EE | $3,785 | $3,260+16.1% | $5,198-27.2% | $3,608+4.9% |
| Admin fee / account holder | $10,634 | $5,880+80.8% | $13,956-23.8% | $5,124+107.5% |