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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 | $117,961 | $85,766+37.5% | $136,298-13.5% | $70,126+68.2% |
| Participation rate | 83.0% | 74.2%+8.9pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 16.96% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,097 | $2,966+4.4% | $4,696-34.0% | $2,343+32.2% |
| Participant deferral / active EE | $10,507 | $5,051+108.0% | $6,247+68.2% | $3,332+215.4% |
| Admin fee / account holder | $2,575 | $5,421-52.5% | $9,244-72.1% | $4,645-44.6% |