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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 | $78,225 | $85,766-8.8% | $136,298-42.6% | $70,126+11.5% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.6pp | 69.5%+21.9pp |
| Annual return | 14.65% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,186 | $2,966+7.4% | $4,696-32.1% | $2,343+36.0% |
| Participant deferral / active EE | $7,332 | $5,051+45.2% | $6,247+17.4% | $3,332+120.1% |
| Admin fee / account holder | $6,342 | $5,421+17.0% | $9,244-31.4% | $4,645+36.5% |