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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 | $102,991 | $85,766+20.1% | $136,298-24.4% | $70,126+46.9% |
| Participation rate | 91.9% | 74.2%+17.8pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 21.50% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.6pp |
| Employer contribution / active EE | $3,485 | $2,966+17.5% | $4,696-25.8% | $2,343+48.8% |
| Participant deferral / active EE | $6,371 | $5,051+26.1% | $6,247+2.0% | $3,332+91.2% |
| Admin fee / account holder | $448 | $5,421-91.7% | $9,244-95.2% | $4,645-90.4% |