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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 | $73,016 | $85,766-14.9% | $136,298-46.4% | $70,126+4.1% |
| Participation rate | 78.8% | 74.2%+4.6pp | 81.9%-3.1pp | 69.5%+9.2pp |
| Annual return | 14.70% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $4,305 | $2,966+45.1% | $4,696-8.3% | $2,343+83.8% |
| Participant deferral / active EE | $7,519 | $5,051+48.8% | $6,247+20.4% | $3,332+125.7% |
| Admin fee / account holder | $15,820 | $5,421+191.9% | $9,244+71.1% | $4,645+240.6% |