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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 | $117,260 | $85,766+36.7% | $136,298-14.0% | $70,126+67.2% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 18.56% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,585 | $2,966-46.6% | $4,696-66.2% | $2,343-32.3% |
| Participant deferral / active EE | $6,543 | $5,051+29.5% | $6,247+4.7% | $3,332+96.4% |
| Admin fee / account holder | $3,160 | $5,421-41.7% | $9,244-65.8% | $4,645-32.0% |