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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 | $111,786 | $51,642+116.5% | $129,384-13.6% | $80,935+38.1% |
| Participation rate | 81.7% | 56.9%+24.8pp | 69.6%+12.1pp | 67.7%+14.0pp |
| Annual return | 15.11% | 20.78%-5.7pp | 9461.77%-9446.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,764 | $1,583+11.5% | $4,153-57.5% | $2,757-36.0% |
| Participant deferral / active EE | $4,742 | $2,670+77.6% | $4,166+13.8% | $4,299+10.3% |
| Admin fee / account holder | $7,851 | $4,312+82.1% | $7,686+2.2% | $6,924+13.4% |