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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 | $130,529 | $85,766+52.2% | $136,298-4.2% | $70,126+86.1% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 18.45% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $4,388 | $2,966+47.9% | $4,696-6.5% | $2,343+87.3% |
| Participant deferral / active EE | $6,946 | $5,051+37.5% | $6,247+11.2% | $3,332+108.5% |
| Admin fee / account holder | $1,319 | $5,421-75.7% | $9,244-85.7% | $4,645-71.6% |