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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 | $94,821 | $85,169+11.3% | $172,755-45.1% | $72,983+29.9% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.6%+5.3pp | 69.5%+18.5pp |
| Annual return | 18.54% | 27.32%-8.8pp | 802.94%-784.4pp | 81.01%-62.5pp |
| Employer contribution / active EE | $6,385 | $3,324+92.1% | $5,144+24.1% | $2,440+161.7% |
| Participant deferral / active EE | $2,664 | $3,260-18.3% | $5,198-48.8% | $3,608-26.2% |
| Admin fee / account holder | $4,457 | $5,880-24.2% | $13,955-68.1% | $5,124-13.0% |