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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 | $92,621 | $85,171+8.7% | $172,752-46.4% | $72,975+26.9% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 20.66% | 27.32%-6.7pp | 802.97%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $3,519 | $3,324+5.9% | $5,144-31.6% | $2,440+44.2% |
| Participant deferral / active EE | $6,759 | $3,260+107.3% | $5,198+30.0% | $3,608+87.4% |
| Admin fee / account holder | $3,760 | $5,880-36.1% | $13,955-73.1% | $5,124-26.6% |