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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 | $128,497 | $85,766+49.8% | $136,298-5.7% | $70,126+83.2% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 17.98% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $7,423 | $2,966+150.3% | $4,696+58.1% | $2,343+216.9% |
| Participant deferral / active EE | $6,644 | $5,051+31.5% | $6,247+6.4% | $3,332+99.4% |
| Admin fee / account holder | $7,791 | $5,421+43.7% | $9,244-15.7% | $4,645+67.7% |