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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 | $138,448 | $85,766+61.4% | $136,298+1.6% | $70,126+97.4% |
| Participation rate | 71.2% | 74.2%-3.0pp | 81.9%-10.8pp | 69.5%+1.6pp |
| Annual return | 14.94% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,275 | $2,966-57.0% | $4,696-72.8% | $2,343-45.6% |
| Participant deferral / active EE | $5,203 | $5,051+3.0% | $6,247-16.7% | $3,332+56.2% |
| Admin fee / account holder | $4,885 | $5,421-9.9% | $9,244-47.2% | $4,645+5.2% |