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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 | $97,970 | $85,766+14.2% | $136,298-28.1% | $70,126+39.7% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 20.40% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $11,436 | $2,966+285.6% | $4,696+143.5% | $2,343+388.2% |
| Participant deferral / active EE | $9,865 | $5,051+95.3% | $6,247+57.9% | $3,332+196.1% |
| Admin fee / account holder | $11,922 | $5,421+119.9% | $9,244+29.0% | $4,645+156.6% |