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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 | $110,082 | $85,766+28.4% | $136,298-19.2% | $70,126+57.0% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.77% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $6,122 | $2,966+106.4% | $4,696+30.4% | $2,343+161.3% |
| Participant deferral / active EE | $5,678 | $5,051+12.4% | $6,247-9.1% | $3,332+70.4% |
| Admin fee / account holder | $1,523 | $5,421-71.9% | $9,244-83.5% | $4,645-67.2% |