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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 | $93,511 | $85,766+9.0% | $136,298-31.4% | $70,126+33.3% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 18.37% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,430 | $2,966+83.1% | $4,696+15.6% | $2,343+131.8% |
| Participant deferral / active EE | $5,748 | $5,051+13.8% | $6,247-8.0% | $3,332+72.5% |
| Admin fee / account holder | $1,791 | $5,421-67.0% | $9,244-80.6% | $4,645-61.4% |