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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 | $144,150 | $85,766+68.1% | $136,298+5.8% | $70,126+105.6% |
| Participation rate | 85.4% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 18.02% | 31.46%-13.4pp | 5156.27%-5138.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,371 | $2,966+114.8% | $4,696+35.7% | $2,343+172.0% |
| Participant deferral / active EE | $3,496 | $5,051-30.8% | $6,247-44.0% | $3,332+4.9% |
| Admin fee / account holder | $3,356 | $5,421-38.1% | $9,244-63.7% | $4,645-27.8% |