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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 | $73,516 | $85,766-14.3% | $136,298-46.1% | $70,126+4.8% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 22.23% | 31.46%-9.2pp | 5156.27%-5134.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $3,404 | $2,966+14.8% | $4,696-27.5% | $2,343+45.3% |
| Participant deferral / active EE | $8,847 | $5,051+75.1% | $6,247+41.6% | $3,332+165.5% |
| Admin fee / account holder | $5,167 | $5,421-4.7% | $9,244-44.1% | $4,645+11.2% |