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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 | $120,002 | $85,766+39.9% | $136,298-12.0% | $70,126+71.1% |
| Participation rate | 80.3% | 74.2%+6.2pp | 81.9%-1.6pp | 69.5%+10.8pp |
| Annual return | 20.55% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,167 | $2,966-26.9% | $4,696-53.8% | $2,343-7.5% |
| Participant deferral / active EE | $4,352 | $5,051-13.8% | $6,247-30.3% | $3,332+30.6% |
| Admin fee / account holder | $3,861 | $5,421-28.8% | $9,244-58.2% | $4,645-16.9% |