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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 | $122,443 | $85,766+42.8% | $136,298-10.2% | $70,126+74.6% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 23.43% | 31.46%-8.0pp | 5156.27%-5132.8pp | 73.15%-49.7pp |
| Employer contribution / active EE | $3,295 | $2,966+11.1% | $4,696-29.8% | $2,343+40.7% |
| Participant deferral / active EE | $8,504 | $5,051+68.4% | $6,247+36.1% | $3,332+155.2% |
| Admin fee / account holder | $2,335 | $5,421-56.9% | $9,244-74.7% | $4,645-49.7% |