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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 | $107,571 | $85,766+25.4% | $136,298-21.1% | $70,126+53.4% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 20.52% | 31.46%-10.9pp | 5156.27%-5135.8pp | 73.15%-52.6pp |
| Employer contribution / active EE | $4,887 | $2,966+64.8% | $4,696+4.1% | $2,343+108.6% |
| Participant deferral / active EE | $7,330 | $5,051+45.1% | $6,247+17.3% | $3,332+120.0% |
| Admin fee / account holder | $4,741 | $5,421-12.5% | $9,244-48.7% | $4,645+2.1% |