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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 | $146,877 | $85,766+71.3% | $136,298+7.8% | $70,126+109.4% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 21.81% | 31.46%-9.6pp | 5156.27%-5134.5pp | 73.15%-51.3pp |
| Employer contribution / active EE | $1,381 | $2,966-53.4% | $4,696-70.6% | $2,343-41.0% |
| Participant deferral / active EE | $6,694 | $5,051+32.5% | $6,247+7.1% | $3,332+100.9% |
| Admin fee / account holder | $2,729 | $5,421-49.7% | $9,244-70.5% | $4,645-41.3% |