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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 | $103,033 | $85,766+20.1% | $136,298-24.4% | $70,126+46.9% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 19.82% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $3,577 | $2,966+20.6% | $4,696-23.8% | $2,343+52.7% |
| Participant deferral / active EE | $8,781 | $5,051+73.8% | $6,247+40.6% | $3,332+163.5% |
| Admin fee / account holder | $4,807 | $5,421-11.3% | $9,244-48.0% | $4,645+3.5% |