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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 | $99,363 | $85,171+16.7% | $172,752-42.5% | $72,975+36.2% |
| Participation rate | 98.4% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+28.9pp |
| Annual return | 23.42% | 27.32%-3.9pp | 802.97%-779.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $3,822 | $3,324+15.0% | $5,144-25.7% | $2,440+56.6% |
| Participant deferral / active EE | $8,096 | $3,260+148.3% | $5,198+55.8% | $3,608+124.4% |
| Admin fee / account holder | $2,840 | $5,880-51.7% | $13,955-79.6% | $5,124-44.6% |