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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 | $96,434 | $85,766+12.4% | $136,298-29.2% | $70,126+37.5% |
| Participation rate | 87.0% | 74.2%+12.8pp | 81.9%+5.0pp | 69.5%+17.4pp |
| Annual return | 18.96% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $877 | $2,966-70.4% | $4,696-81.3% | $2,343-62.5% |
| Participant deferral / active EE | $4,102 | $5,051-18.8% | $6,247-34.3% | $3,332+23.1% |
| Admin fee / account holder | $9,461 | $5,421+74.5% | $9,244+2.4% | $4,645+103.7% |