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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 | $113,801 | $85,766+32.7% | $136,298-16.5% | $70,126+62.3% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 18.87% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,827 | $2,966-4.7% | $4,696-39.8% | $2,343+20.7% |
| Participant deferral / active EE | $7,735 | $5,051+53.1% | $6,247+23.8% | $3,332+132.2% |
| Admin fee / account holder | $911 | $5,421-83.2% | $9,244-90.1% | $4,645-80.4% |