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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 | $120,685 | $85,766+40.7% | $136,298-11.5% | $70,126+72.1% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 18.80% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,764 | $2,966-6.8% | $4,696-41.1% | $2,343+18.0% |
| Participant deferral / active EE | $9,698 | $5,051+92.0% | $6,247+55.2% | $3,332+191.1% |
| Admin fee / account holder | $3,771 | $5,421-30.4% | $9,244-59.2% | $4,645-18.8% |