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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 | $135,104 | $85,766+57.5% | $136,298-0.9% | $70,126+92.7% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.5pp | 69.5%+8.8pp |
| Annual return | 18.26% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,973 | $2,966+0.2% | $4,696-36.7% | $2,343+26.9% |
| Participant deferral / active EE | $5,539 | $5,051+9.7% | $6,247-11.3% | $3,332+66.2% |
| Admin fee / account holder | $450 | $5,421-91.7% | $9,244-95.1% | $4,645-90.3% |