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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 | $131,976 | $85,766+53.9% | $136,298-3.2% | $70,126+88.2% |
| Participation rate | 93.4% | 74.2%+19.3pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 15.91% | 31.46%-15.5pp | 5156.27%-5140.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $3,397 | $2,966+14.5% | $4,696-27.7% | $2,343+45.0% |
| Participant deferral / active EE | $5,437 | $5,051+7.6% | $6,247-13.0% | $3,332+63.2% |
| Admin fee / account holder | $2,024 | $5,421-62.7% | $9,244-78.1% | $4,645-56.4% |