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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 | $112,175 | $85,766+30.8% | $136,298-17.7% | $70,126+60.0% |
| Participation rate | 82.0% | 74.2%+7.8pp | 81.9%+0.1pp | 69.5%+12.5pp |
| Annual return | 25.79% | 31.46%-5.7pp | 5156.27%-5130.5pp | 73.15%-47.4pp |
| Employer contribution / active EE | $1,644 | $2,966-44.6% | $4,696-65.0% | $2,343-29.8% |
| Participant deferral / active EE | $7,992 | $5,051+58.2% | $6,247+27.9% | $3,332+139.9% |
| Admin fee / account holder | $5,436 | $5,421+0.3% | $9,244-41.2% | $4,645+17.0% |