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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 | $114,090 | $85,766+33.0% | $136,298-16.3% | $70,126+62.7% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 19.38% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $2,143 | $2,966-27.7% | $4,696-54.4% | $2,343-8.5% |
| Participant deferral / active EE | $5,069 | $5,051+0.4% | $6,247-18.9% | $3,332+52.2% |
| Admin fee / account holder | $7,541 | $5,421+39.1% | $9,244-18.4% | $4,645+62.3% |