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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 | $97,006 | $85,171+13.9% | $172,752-43.8% | $72,975+32.9% |
| Participation rate | 92.6% | 70.1%+22.6pp | 82.6%+10.0pp | 69.5%+23.2pp |
| Annual return | 19.77% | 27.32%-7.6pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $5,621 | $3,324+69.1% | $5,144+9.3% | $2,440+130.4% |
| Participant deferral / active EE | $2,974 | $3,260-8.8% | $5,198-42.8% | $3,608-17.6% |
| Admin fee / account holder | $3,049 | $5,880-48.2% | $13,955-78.2% | $5,124-40.5% |