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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 | $134,374 | $85,766+56.7% | $136,298-1.4% | $70,126+91.6% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 18.78% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,349 | $2,966+12.9% | $4,696-28.7% | $2,343+43.0% |
| Participant deferral / active EE | $6,961 | $5,051+37.8% | $6,247+11.4% | $3,332+108.9% |
| Admin fee / account holder | $691 | $5,421-87.3% | $9,244-92.5% | $4,645-85.1% |