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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 | $139,357 | $85,766+62.5% | $136,297+2.2% | $70,124+98.7% |
| Participation rate | 88.4% | 74.2%+14.2pp | 81.9%+6.5pp | 69.5%+18.8pp |
| Annual return | 17.16% | 31.45%-14.3pp | 5156.19%-5139.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,614 | $2,966-45.6% | $4,696-65.6% | $2,342-31.1% |
| Participant deferral / active EE | $7,301 | $5,051+44.5% | $6,247+16.9% | $3,332+119.1% |
| Admin fee / account holder | $5,965 | $5,420+10.1% | $9,244-35.5% | $4,645+28.4% |