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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 | $76,444 | $85,766-10.9% | $136,297-43.9% | $70,131+9.0% |
| Participation rate | 96.9% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 20.65% | 31.45%-10.8pp | 5156.16%-5135.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,179 | $2,966+7.2% | $4,696-32.3% | $2,342+35.7% |
| Participant deferral / active EE | $7,738 | $5,051+53.2% | $6,247+23.9% | $3,332+132.2% |
| Admin fee / account holder | $3,241 | $5,420-40.2% | $9,244-64.9% | $4,645-30.2% |