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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 | $106,156 | $85,766+23.8% | $136,298-22.1% | $70,126+51.4% |
| Participation rate | 70.3% | 74.2%-3.9pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 16.70% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $6,597 | $2,966+122.4% | $4,696+40.5% | $2,343+181.6% |
| Participant deferral / active EE | $4,331 | $5,051-14.3% | $6,247-30.7% | $3,332+30.0% |
| Admin fee / account holder | $1,150 | $5,421-78.8% | $9,244-87.6% | $4,645-75.3% |