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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 | $106,001 | $85,766+23.6% | $136,298-22.2% | $70,126+51.2% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 19.57% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,653 | $2,966+23.2% | $4,696-22.2% | $2,343+56.0% |
| Participant deferral / active EE | $7,906 | $5,051+56.5% | $6,247+26.5% | $3,332+137.3% |
| Admin fee / account holder | $7,582 | $5,421+39.9% | $9,244-18.0% | $4,645+63.2% |