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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 | $135,163 | $85,766+57.6% | $136,297-0.8% | $70,131+92.7% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 15.98% | 31.45%-15.5pp | 5156.16%-5140.2pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,365 | $2,966-20.3% | $4,696-49.6% | $2,342+1.0% |
| Participant deferral / active EE | $7,493 | $5,051+48.3% | $6,247+19.9% | $3,332+124.9% |
| Admin fee / account holder | $9,285 | $5,420+71.3% | $9,244+0.4% | $4,645+99.9% |