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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 | $88,366 | $85,171+3.8% | $172,753-48.8% | $72,976+21.1% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 24.62% | 27.32%-2.7pp | 803.00%-778.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,558 | $3,324-53.1% | $5,144-69.7% | $2,440-36.2% |
| Participant deferral / active EE | $3,498 | $3,260+7.3% | $5,198-32.7% | $3,608-3.0% |
| Admin fee / account holder | $5,059 | $5,880-14.0% | $13,956-63.7% | $5,124-1.3% |