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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 | $125,021 | $85,171+46.8% | $172,752-27.6% | $72,975+71.3% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 22.99% | 27.32%-4.3pp | 802.97%-780.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $6,295 | $3,324+89.4% | $5,144+22.4% | $2,440+158.0% |
| Participant deferral / active EE | $5,118 | $3,260+57.0% | $5,198-1.5% | $3,608+41.9% |
| Admin fee / account holder | $3,502 | $5,880-40.5% | $13,955-74.9% | $5,124-31.7% |