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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 | $116,294 | $85,766+35.6% | $136,298-14.7% | $70,126+65.8% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 15.80% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $937 | $2,966-68.4% | $4,696-80.0% | $2,343-60.0% |
| Participant deferral / active EE | $9,437 | $5,051+86.8% | $6,247+51.1% | $3,332+183.2% |
| Admin fee / account holder | $343 | $5,421-93.7% | $9,244-96.3% | $4,645-92.6% |