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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 | $79,431 | $85,766-7.4% | $136,298-41.7% | $70,126+13.3% |
| Participation rate | 93.9% | 74.2%+19.7pp | 81.9%+12.0pp | 69.5%+24.3pp |
| Annual return | 18.59% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $4,433 | $2,966+49.5% | $4,696-5.6% | $2,343+89.3% |
| Participant deferral / active EE | $7,409 | $5,051+46.7% | $6,247+18.6% | $3,332+122.4% |
| Admin fee / account holder | $7,244 | $5,421+33.6% | $9,244-21.6% | $4,645+55.9% |