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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 | $139,748 | $85,766+62.9% | $136,298+2.5% | $70,126+99.3% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 16.84% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,851 | $2,966+29.8% | $4,696-18.0% | $2,343+64.4% |
| Participant deferral / active EE | $5,794 | $5,051+14.7% | $6,247-7.3% | $3,332+73.9% |
| Admin fee / account holder | $4,350 | $5,421-19.8% | $9,244-52.9% | $4,645-6.4% |