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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 | $128,303 | $100,060+28.2% | $149,721-14.3% | $70,126+83.0% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.1%+2.1pp | 69.5%+19.6pp |
| Annual return | 20.27% | 27.46%-7.2pp | 1501.67%-1481.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $4,783 | $3,661+30.6% | $5,444-12.1% | $2,343+104.2% |
| Participant deferral / active EE | $11,509 | $4,982+131.0% | $6,568+75.2% | $3,332+245.4% |
| Admin fee / account holder | $963 | $8,285-88.4% | $11,282-91.5% | $4,645-79.3% |