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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 | $104,697 | $85,766+22.1% | $136,298-23.2% | $70,126+49.3% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 20.69% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $6,933 | $2,966+133.8% | $4,696+47.7% | $2,343+196.0% |
| Participant deferral / active EE | $11,584 | $5,051+129.3% | $6,247+85.4% | $3,332+247.7% |
| Admin fee / account holder | $1,217 | $5,421-77.5% | $9,244-86.8% | $4,645-73.8% |