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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 | $93,004 | $85,171+9.2% | $172,752-46.2% | $72,975+27.4% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 27.83% | 27.32%+0.5pp | 802.97%-775.1pp | 81.01%-53.2pp |
| Employer contribution / active EE | $5,389 | $3,324+62.1% | $5,144+4.8% | $2,440+120.9% |
| Participant deferral / active EE | $4,825 | $3,260+48.0% | $5,198-7.2% | $3,608+33.7% |
| Admin fee / account holder | $1,533 | $5,880-73.9% | $13,955-89.0% | $5,124-70.1% |