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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 | $113,012 | $85,766+31.8% | $136,298-17.1% | $70,126+61.2% |
| Participation rate | 74.3% | 74.2%+0.1pp | 81.9%-7.6pp | 69.5%+4.7pp |
| Annual return | 21.68% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $3,418 | $2,966+15.2% | $4,696-27.2% | $2,343+45.9% |
| Participant deferral / active EE | $11,279 | $5,051+123.3% | $6,247+80.5% | $3,332+238.5% |
| Admin fee / account holder | $3,874 | $5,421-28.5% | $9,244-58.1% | $4,645-16.6% |