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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 | $106,943 | $85,766+24.7% | $136,298-21.5% | $70,126+52.5% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 16.67% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,451 | $2,966-17.4% | $4,696-47.8% | $2,343+4.6% |
| Participant deferral / active EE | $4,191 | $5,051-17.0% | $6,247-32.9% | $3,332+25.8% |
| Admin fee / account holder | $10,498 | $5,421+93.7% | $9,244+13.6% | $4,645+126.0% |