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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 | $117,127 | $85,766+36.6% | $136,298-14.1% | $70,126+67.0% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 19.69% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $3,260 | $2,966+9.9% | $4,696-30.6% | $2,343+39.2% |
| Participant deferral / active EE | $7,104 | $5,051+40.6% | $6,247+13.7% | $3,332+113.2% |
| Admin fee / account holder | $478 | $5,421-91.2% | $9,244-94.8% | $4,645-89.7% |