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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 | $126,027 | $100,041+26.0% | $149,718-15.8% | $70,131+79.7% |
| Participation rate | 84.8% | 83.6%+1.3pp | 87.1%-2.2pp | 69.5%+15.3pp |
| Annual return | 14.22% | 27.43%-13.2pp | 1501.67%-1487.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,844 | $3,662-49.6% | $5,445-66.1% | $2,342-21.3% |
| Participant deferral / active EE | $6,201 | $4,983+24.4% | $6,569-5.6% | $3,332+86.1% |
| Admin fee / account holder | $6,556 | $8,286-20.9% | $11,283-41.9% | $4,645+41.1% |