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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 | $97,196 | $78,707+23.5% | $117,861-17.5% | $70,126+38.6% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 22.94% | 23.30%-0.4pp | 335.11%-312.2pp | 73.15%-50.2pp |
| Employer contribution / active EE | $2,294 | $2,223+3.2% | $3,786-39.4% | $2,343-2.1% |
| Participant deferral / active EE | $5,527 | $3,297+67.6% | $4,482+23.3% | $3,332+65.9% |
| Admin fee / account holder | $30,054 | $5,066+493.3% | $8,021+274.7% | $4,645+546.9% |