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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 | $138,881 | $85,766+61.9% | $136,298+1.9% | $70,126+98.0% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 20.72% | 31.46%-10.7pp | 5156.27%-5135.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $3,325 | $2,966+12.1% | $4,696-29.2% | $2,343+41.9% |
| Participant deferral / active EE | $6,327 | $5,051+25.3% | $6,247+1.3% | $3,332+89.9% |
| Admin fee / account holder | $6,241 | $5,421+15.1% | $9,244-32.5% | $4,645+34.3% |