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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 | $131,907 | $85,766+53.8% | $136,298-3.2% | $70,126+88.1% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 18.38% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $648 | $2,966-78.1% | $4,696-86.2% | $2,343-72.3% |
| Participant deferral / active EE | $5,412 | $5,051+7.1% | $6,247-13.4% | $3,332+62.4% |
| Admin fee / account holder | $5,614 | $5,421+3.6% | $9,244-39.3% | $4,645+20.8% |