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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 | $114,482 | $85,766+33.5% | $136,298-16.0% | $70,126+63.3% |
| Participation rate | 79.4% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 19.90% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $3,653 | $2,966+23.2% | $4,696-22.2% | $2,343+55.9% |
| Participant deferral / active EE | $10,248 | $5,051+102.9% | $6,247+64.0% | $3,332+207.6% |
| Admin fee / account holder | $1,898 | $5,421-65.0% | $9,244-79.5% | $4,646-59.1% |