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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 | $100,830 | $85,766+17.6% | $136,298-26.0% | $70,126+43.8% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.5pp | 69.5%+28.8pp |
| Annual return | 18.29% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $8,786 | $2,966+196.2% | $4,696+87.1% | $2,343+275.1% |
| Participant deferral / active EE | $9,035 | $5,051+78.9% | $6,247+44.6% | $3,332+171.2% |
| Admin fee / account holder | $3,422 | $5,421-36.9% | $9,244-63.0% | $4,645-26.3% |