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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 | $128,821 | $85,766+50.2% | $136,298-5.5% | $70,126+83.7% |
| Participation rate | 92.4% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 21.69% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $4,621 | $2,966+55.8% | $4,696-1.6% | $2,343+97.2% |
| Participant deferral / active EE | $10,390 | $5,051+105.7% | $6,247+66.3% | $3,332+211.8% |
| Admin fee / account holder | $3,447 | $5,421-36.4% | $9,244-62.7% | $4,645-25.8% |