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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 | $116,141 | $85,766+35.4% | $136,297-14.8% | $70,124+65.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 19.72% | 31.45%-11.7pp | 5156.19%-5136.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,729 | $2,966-8.0% | $4,696-41.9% | $2,342+16.5% |
| Participant deferral / active EE | $4,853 | $5,051-3.9% | $6,247-22.3% | $3,332+45.7% |
| Admin fee / account holder | $9,003 | $5,420+66.1% | $9,244-2.6% | $4,645+93.8% |