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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 | $116,555 | $85,766+35.9% | $136,295-14.5% | $70,131+66.2% |
| Participation rate | 83.1% | 74.2%+8.9pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 19.77% | 31.45%-11.7pp | 5155.97%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,964 | $2,966-33.8% | $4,695-58.2% | $2,342-16.2% |
| Participant deferral / active EE | $11,012 | $5,051+118.0% | $6,247+76.3% | $3,332+230.5% |
| Admin fee / account holder | $10,173 | $5,420+87.7% | $9,243+10.1% | $4,645+119.0% |