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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 | $135,417 | $85,766+57.9% | $136,297-0.6% | $70,124+93.1% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 21.87% | 31.45%-9.6pp | 5156.19%-5134.3pp | 73.14%-51.3pp |
| Employer contribution / active EE | $4,950 | $2,966+66.9% | $4,696+5.4% | $2,342+111.3% |
| Participant deferral / active EE | $7,341 | $5,051+45.3% | $6,247+17.5% | $3,332+120.3% |
| Admin fee / account holder | $3,354 | $5,420-38.1% | $9,244-63.7% | $4,645-27.8% |