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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 | $117,006 | $85,766+36.4% | $136,295-14.2% | $70,131+66.8% |
| Participation rate | 93.2% | 74.2%+19.1pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 20.09% | 31.45%-11.4pp | 5155.97%-5135.9pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,152 | $2,966-27.4% | $4,695-54.2% | $2,342-8.1% |
| Participant deferral / active EE | $5,411 | $5,051+7.1% | $6,247-13.4% | $3,332+62.4% |
| Admin fee / account holder | $6,988 | $5,420+28.9% | $9,243-24.4% | $4,645+50.4% |