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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 | $145,011 | $85,171+70.3% | $172,752-16.1% | $72,975+98.7% |
| Participation rate | 90.6% | 70.1%+20.6pp | 82.6%+8.0pp | 69.5%+21.1pp |
| Annual return | 16.95% | 27.32%-10.4pp | 802.97%-786.0pp | 81.01%-64.1pp |
| Employer contribution / active EE | $2,402 | $3,324-27.7% | $5,144-53.3% | $2,440-1.6% |
| Participant deferral / active EE | $5,833 | $3,260+78.9% | $5,198+12.2% | $3,608+61.7% |
| Admin fee / account holder | $18,047 | $5,880+206.9% | $13,955+29.3% | $5,124+252.2% |