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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 | $111,322 | $85,766+29.8% | $136,298-18.3% | $70,126+58.7% |
| Participation rate | 94.5% | 74.2%+20.4pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 20.48% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $3,312 | $2,966+11.7% | $4,696-29.5% | $2,343+41.4% |
| Participant deferral / active EE | $6,602 | $5,051+30.7% | $6,247+5.7% | $3,332+98.2% |
| Admin fee / account holder | $1,868 | $5,421-65.5% | $9,244-79.8% | $4,645-59.8% |