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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 | $127,335 | $85,171+49.5% | $172,753-26.3% | $72,976+74.5% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 22.35% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,443 | $3,324-56.6% | $5,144-71.9% | $2,440-40.8% |
| Participant deferral / active EE | $3,403 | $3,260+4.4% | $5,198-34.5% | $3,608-5.7% |
| Admin fee / account holder | $27,839 | $5,880+373.4% | $13,956+99.5% | $5,124+443.3% |