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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 | $133,209 | $100,060+33.1% | $149,721-11.0% | $70,126+90.0% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 15.19% | 27.46%-12.3pp | 1501.67%-1486.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,532 | $3,661+51.1% | $5,444+1.6% | $2,343+136.2% |
| Participant deferral / active EE | $5,447 | $4,982+9.3% | $6,568-17.1% | $3,332+63.5% |
| Admin fee / account holder | $6,198 | $8,285-25.2% | $11,282-45.1% | $4,645+33.4% |