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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 | $108,997 | $85,766+27.1% | $136,298-20.0% | $70,126+55.4% |
| Participation rate | 80.3% | 74.2%+6.1pp | 81.9%-1.7pp | 69.5%+10.7pp |
| Annual return | 19.39% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $2,960 | $2,966-0.2% | $4,696-37.0% | $2,343+26.4% |
| Participant deferral / active EE | $6,292 | $5,051+24.6% | $6,247+0.7% | $3,332+88.8% |
| Admin fee / account holder | $10,250 | $5,421+89.1% | $9,244+10.9% | $4,645+120.6% |