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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 | $116,020 | $85,766+35.3% | $136,298-14.9% | $70,126+65.4% |
| Participation rate | 83.8% | 74.2%+9.6pp | 81.9%+1.9pp | 69.5%+14.2pp |
| Annual return | 17.31% | 31.46%-14.1pp | 5156.27%-5139.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,058 | $2,966-64.3% | $4,696-77.5% | $2,343-54.9% |
| Participant deferral / active EE | $4,264 | $5,051-15.6% | $6,247-31.8% | $3,332+28.0% |
| Admin fee / account holder | $5,540 | $5,421+2.2% | $9,244-40.1% | $4,645+19.2% |