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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 | $75,251 | $58,726+28.1% | $142,898-47.3% | $85,847-12.3% |
| Participation rate | 88.7% | 58.5%+30.2pp | 72.0%+16.7pp | 69.3%+19.4pp |
| Annual return | 15.77% | 27.73%-12.0pp | 5639.64%-5623.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $5,365 | $1,424+276.8% | $4,146+29.4% | $2,565+109.1% |
| Participant deferral / active EE | $4,725 | $2,609+81.1% | $3,838+23.1% | $3,952+19.6% |
| Admin fee / account holder | $6,116 | $4,234+44.4% | $6,560-6.8% | $6,261-2.3% |