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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 | $133,563 | $85,766+55.7% | $136,295-2.0% | $70,131+90.4% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 27.24% | 31.45%-4.2pp | 5155.97%-5128.7pp | 73.14%-45.9pp |
| Employer contribution / active EE | $1,519 | $2,966-48.8% | $4,695-67.7% | $2,342-35.2% |
| Participant deferral / active EE | $10,151 | $5,051+101.0% | $6,247+62.5% | $3,332+204.7% |
| Admin fee / account holder | $9,929 | $5,420+83.2% | $9,243+7.4% | $4,645+113.7% |