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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 | $123,576 | $85,171+45.1% | $172,753-28.5% | $72,976+69.3% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 22.04% | 27.32%-5.3pp | 803.00%-781.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $5,568 | $3,324+67.5% | $5,144+8.2% | $2,440+128.2% |
| Participant deferral / active EE | $3,895 | $3,260+19.5% | $5,198-25.1% | $3,608+8.0% |
| Admin fee / account holder | $3,003 | $5,880-48.9% | $13,956-78.5% | $5,124-41.4% |