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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 | $113,829 | $66,402+71.4% | $109,895+3.6% | $85,856+32.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 74.2%+11.5pp | 69.3%+16.4pp |
| Annual return | 15.22% | 19.59%-4.4pp | 29.46%-14.2pp | 318.58%-303.4pp |
| Employer contribution / active EE | $6,847 | $1,687+305.9% | $2,843+140.8% | $2,565+166.9% |
| Participant deferral / active EE | $3,863 | $2,842+35.9% | $4,049-4.6% | $3,952-2.3% |
| Admin fee / account holder | $1,309 | $4,557-71.3% | $6,067-78.4% | $6,261-79.1% |