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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 | $106,926 | $85,171+25.5% | $172,752-38.1% | $72,975+46.5% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 24.34% | 27.32%-3.0pp | 802.97%-778.6pp | 81.01%-56.7pp |
| Employer contribution / active EE | $6,324 | $3,324+90.3% | $5,144+22.9% | $2,440+159.2% |
| Participant deferral / active EE | $10,188 | $3,260+212.5% | $5,198+96.0% | $3,608+182.4% |
| Admin fee / account holder | $1,722 | $5,880-70.7% | $13,955-87.7% | $5,124-66.4% |