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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 | $133,777 | $85,766+56.0% | $136,298-1.8% | $70,126+90.8% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 20.18% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $2,663 | $2,966-10.2% | $4,696-43.3% | $2,343+13.7% |
| Participant deferral / active EE | $6,802 | $5,051+34.7% | $6,247+8.9% | $3,332+104.2% |
| Admin fee / account holder | $2,657 | $5,421-51.0% | $9,244-71.3% | $4,645-42.8% |