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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 | $115,125 | $85,766+34.2% | $136,298-15.5% | $70,126+64.2% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 14.55% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $6,775 | $2,966+128.4% | $4,696+44.3% | $2,343+189.2% |
| Participant deferral / active EE | $5,401 | $5,051+6.9% | $6,247-13.5% | $3,332+62.1% |
| Admin fee / account holder | $22,536 | $5,421+315.7% | $9,244+143.8% | $4,645+385.1% |