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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 | $115,794 | $85,766+35.0% | $136,298-15.0% | $70,126+65.1% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 18.34% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $8,306 | $2,966+180.1% | $4,696+76.9% | $2,343+254.6% |
| Participant deferral / active EE | $11,051 | $5,051+118.8% | $6,247+76.9% | $3,332+231.7% |
| Admin fee / account holder | $1,588 | $5,421-70.7% | $9,244-82.8% | $4,645-65.8% |