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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 | $109,395 | $85,766+27.5% | $136,298-19.7% | $70,126+56.0% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 15.56% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $5,001 | $2,966+68.6% | $4,696+6.5% | $2,343+113.5% |
| Participant deferral / active EE | $7,556 | $5,051+49.6% | $6,247+20.9% | $3,332+126.8% |
| Admin fee / account holder | $10,265 | $5,421+89.4% | $9,244+11.0% | $4,645+121.0% |