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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 | $122,716 | $85,766+43.1% | $136,298-10.0% | $70,126+75.0% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 15.15% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $6,766 | $2,966+128.1% | $4,696+44.1% | $2,343+188.8% |
| Participant deferral / active EE | $5,215 | $5,051+3.2% | $6,247-16.5% | $3,332+56.5% |
| Admin fee / account holder | $4,735 | $5,421-12.6% | $9,244-48.8% | $4,645+1.9% |