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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 | $121,539 | $85,766+41.7% | $136,298-10.8% | $70,126+73.3% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 18.20% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $3,702 | $2,966+24.8% | $4,696-21.2% | $2,343+58.0% |
| Participant deferral / active EE | $9,270 | $5,051+83.5% | $6,247+48.4% | $3,332+178.2% |
| Admin fee / account holder | $4,882 | $5,421-9.9% | $9,244-47.2% | $4,645+5.1% |