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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 | $110,030 | $85,766+28.3% | $136,298-19.3% | $70,126+56.9% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 21.01% | 31.46%-10.4pp | 5156.27%-5135.3pp | 73.15%-52.1pp |
| Employer contribution / active EE | $3,692 | $2,966+24.5% | $4,696-21.4% | $2,343+57.6% |
| Participant deferral / active EE | $7,498 | $5,051+48.4% | $6,247+20.0% | $3,332+125.0% |
| Admin fee / account holder | $1,596 | $5,421-70.6% | $9,244-82.7% | $4,645-65.6% |