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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 | $92,546 | $85,766+7.9% | $136,298-32.1% | $70,126+32.0% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 18.80% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,630 | $2,966-11.3% | $4,696-44.0% | $2,343+12.3% |
| Participant deferral / active EE | $5,458 | $5,051+8.1% | $6,247-12.6% | $3,332+63.8% |
| Admin fee / account holder | $3,877 | $5,421-28.5% | $9,244-58.1% | $4,645-16.6% |