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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 | $73,355 | $85,171-13.9% | $172,752-57.5% | $72,975+0.5% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 17.00% | 27.32%-10.3pp | 802.97%-786.0pp | 81.01%-64.0pp |
| Employer contribution / active EE | $5,296 | $3,324+59.3% | $5,144+3.0% | $2,440+117.0% |
| Participant deferral / active EE | $5,342 | $3,260+63.9% | $5,198+2.8% | $3,608+48.1% |
| Admin fee / account holder | $1,341 | $5,880-77.2% | $13,955-90.4% | $5,124-73.8% |