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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 | $103,129 | $85,766+20.2% | $136,298-24.3% | $70,126+47.1% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 20.01% | 31.46%-11.4pp | 5156.27%-5136.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $8,131 | $2,966+174.1% | $4,696+73.2% | $2,343+247.1% |
| Participant deferral / active EE | $12,885 | $5,051+155.1% | $6,247+106.3% | $3,332+286.7% |
| Admin fee / account holder | $1,713 | $5,421-68.4% | $9,244-81.5% | $4,645-63.1% |