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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 | $132,209 | $100,060+32.1% | $149,721-11.7% | $70,126+88.5% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 20.38% | 27.46%-7.1pp | 1501.67%-1481.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,277 | $3,661-37.8% | $5,444-58.2% | $2,343-2.8% |
| Participant deferral / active EE | $5,120 | $4,982+2.8% | $6,568-22.0% | $3,332+53.7% |
| Admin fee / account holder | $4,051 | $8,285-51.1% | $11,282-64.1% | $4,645-12.8% |