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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 | $126,469 | $57,352+120.5% | $83,830+50.9% | $64,173+97.1% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | 5.51% | 11.38%-5.9pp | 850.97%-845.5pp | 7.63%-2.1pp |
| Employer contribution / active EE | $4,054 | $2,546+59.3% | $3,631+11.6% | $2,381+70.3% |
| Participant deferral / active EE | $2,775 | $2,993-7.3% | $4,082-32.0% | $3,470-20.0% |
| Admin fee / account holder | $11,117 | $4,046+174.8% | $5,479+102.9% | $4,887+127.5% |