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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 | $103,635 | $85,766+20.8% | $136,298-24.0% | $70,126+47.8% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 18.23% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,024 | $2,966-31.8% | $4,696-56.9% | $2,343-13.6% |
| Participant deferral / active EE | $5,525 | $5,051+9.4% | $6,247-11.6% | $3,332+65.8% |
| Admin fee / account holder | $6,113 | $5,421+12.8% | $9,244-33.9% | $4,645+31.6% |