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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 | $97,374 | $85,206+14.3% | $172,745-43.6% | $72,986+33.4% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.6%+0.2pp | 69.5%+13.3pp |
| Annual return | 20.44% | 27.32%-6.9pp | 802.90%-782.5pp | 81.01%-60.6pp |
| Employer contribution / active EE | $4,362 | $3,325+31.2% | $5,144-15.2% | $2,440+78.8% |
| Participant deferral / active EE | $3,386 | $3,260+3.9% | $5,197-34.9% | $3,607-6.1% |
| Admin fee / account holder | $20,237 | $5,883+244.0% | $13,954+45.0% | $5,124+294.9% |