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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 | $113,740 | $85,171+33.5% | $172,753-34.2% | $72,976+55.9% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.6%+1.4pp | 69.5%+14.5pp |
| Annual return | 16.98% | 27.32%-10.3pp | 803.00%-786.0pp | 81.02%-64.0pp |
| Employer contribution / active EE | $3,232 | $3,324-2.8% | $5,144-37.2% | $2,440+32.5% |
| Participant deferral / active EE | $5,743 | $3,260+76.2% | $5,198+10.5% | $3,608+59.2% |
| Admin fee / account holder | $31,510 | $5,880+435.9% | $13,956+125.8% | $5,124+514.9% |