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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 | $125,995 | $85,171+47.9% | $172,752-27.1% | $72,975+72.7% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.6%0pp | 69.5%+13.2pp |
| Annual return | 22.51% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,886 | $3,324-43.3% | $5,144-63.3% | $2,440-22.7% |
| Participant deferral / active EE | $10,368 | $3,260+218.0% | $5,198+99.5% | $3,608+187.4% |
| Admin fee / account holder | $7,301 | $5,880+24.2% | $13,955-47.7% | $5,124+42.5% |