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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 | $129,913 | $85,766+51.5% | $136,298-4.7% | $70,126+85.3% |
| Participation rate | 89.6% | 74.2%+15.4pp | 81.9%+7.7pp | 69.5%+20.0pp |
| Annual return | 17.16% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $3,054 | $2,966+3.0% | $4,696-35.0% | $2,343+30.4% |
| Participant deferral / active EE | $5,657 | $5,051+12.0% | $6,247-9.5% | $3,332+69.8% |
| Admin fee / account holder | $972 | $5,421-82.1% | $9,244-89.5% | $4,645-79.1% |