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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 | $93,117 | $85,766+8.6% | $136,297-31.7% | $70,124+32.8% |
| Participation rate | 83.1% | 74.2%+9.0pp | 81.9%+1.2pp | 69.5%+13.6pp |
| Annual return | 22.71% | 31.45%-8.7pp | 5156.19%-5133.5pp | 73.14%-50.4pp |
| Employer contribution / active EE | $6,434 | $2,966+116.9% | $4,696+37.0% | $2,342+174.7% |
| Participant deferral / active EE | $14,987 | $5,051+196.7% | $6,247+139.9% | $3,332+349.8% |
| Admin fee / account holder | $3,748 | $5,420-30.9% | $9,244-59.5% | $4,645-19.3% |