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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 | $98,210 | $85,766+14.5% | $136,297-27.9% | $70,124+40.1% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 19.73% | 31.45%-11.7pp | 5156.19%-5136.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,099 | $2,966-29.2% | $4,696-55.3% | $2,342-10.4% |
| Participant deferral / active EE | $4,054 | $5,051-19.7% | $6,247-35.1% | $3,332+21.7% |
| Admin fee / account holder | $21,251 | $5,420+292.1% | $9,244+129.9% | $4,645+357.5% |