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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 | $93,993 | $85,766+9.6% | $136,298-31.0% | $70,126+34.0% |
| Participation rate | 74.4% | 74.2%+0.2pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 20.00% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $3,849 | $2,966+29.8% | $4,696-18.0% | $2,343+64.3% |
| Participant deferral / active EE | $8,226 | $5,051+62.8% | $6,247+31.7% | $3,332+146.9% |
| Admin fee / account holder | $2,534 | $5,421-53.3% | $9,244-72.6% | $4,645-45.5% |