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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 | $139,138 | $85,766+62.2% | $136,297+2.1% | $70,131+98.4% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 22.80% | 31.45%-8.7pp | 5156.16%-5133.4pp | 73.14%-50.3pp |
| Employer contribution / active EE | $3,328 | $2,966+12.2% | $4,696-29.1% | $2,342+42.1% |
| Participant deferral / active EE | $10,151 | $5,051+100.9% | $6,247+62.5% | $3,332+204.7% |
| Admin fee / account holder | $2,891 | $5,420-46.7% | $9,244-68.7% | $4,645-37.8% |