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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 | $132,117 | $85,171+55.1% | $172,753-23.5% | $72,976+81.0% |
| Participation rate | 84.6% | 70.1%+14.6pp | 82.6%+2.0pp | 69.5%+15.1pp |
| Annual return | 22.41% | 27.32%-4.9pp | 803.00%-780.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,745 | $3,324-17.4% | $5,144-46.6% | $2,440+12.5% |
| Participant deferral / active EE | $6,590 | $3,260+102.1% | $5,198+26.8% | $3,608+82.7% |
| Admin fee / account holder | $11,782 | $5,880+100.4% | $13,956-15.6% | $5,124+129.9% |