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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 | $90,304 | $85,766+5.3% | $136,297-33.7% | $70,124+28.8% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.8pp | 69.5%+29.1pp |
| Annual return | 15.40% | 31.45%-16.1pp | 5156.19%-5140.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $5,583 | $2,966+88.2% | $4,696+18.9% | $2,342+138.3% |
| Participant deferral / active EE | $5,622 | $5,051+11.3% | $6,247-10.0% | $3,332+68.7% |
| Admin fee / account holder | $15,965 | $5,420+194.5% | $9,244+72.7% | $4,645+243.7% |