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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 | $119,460 | $85,766+39.3% | $136,298-12.4% | $70,126+70.4% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 15.85% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $7,310 | $2,966+146.5% | $4,696+55.7% | $2,343+212.1% |
| Participant deferral / active EE | $10,596 | $5,051+109.8% | $6,247+69.6% | $3,332+218.0% |
| Admin fee / account holder | $5,627 | $5,421+3.8% | $9,244-39.1% | $4,645+21.1% |