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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 | $130,507 | $85,766+52.2% | $136,298-4.2% | $70,126+86.1% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 32.46% | 31.46%+1.0pp | 5156.27%-5123.8pp | 73.15%-40.7pp |
| Employer contribution / active EE | $1,787 | $2,966-39.8% | $4,696-61.9% | $2,343-23.7% |
| Participant deferral / active EE | $11,332 | $5,051+124.3% | $6,247+81.4% | $3,332+240.1% |
| Admin fee / account holder | $874 | $5,421-83.9% | $9,244-90.5% | $4,645-81.2% |