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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 | $109,450 | $85,171+28.5% | $172,753-36.6% | $72,976+50.0% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.8pp |
| Annual return | 17.21% | 27.32%-10.1pp | 803.00%-785.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $4,662 | $3,324+40.2% | $5,144-9.4% | $2,440+91.1% |
| Participant deferral / active EE | $3,367 | $3,260+3.3% | $5,198-35.2% | $3,608-6.7% |
| Admin fee / account holder | $561 | $5,880-90.5% | $13,956-96.0% | $5,124-89.1% |