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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 | $105,066 | $85,766+22.5% | $136,298-22.9% | $70,126+49.8% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 21.24% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $3,580 | $2,966+20.7% | $4,696-23.8% | $2,343+52.8% |
| Participant deferral / active EE | $8,019 | $5,051+58.8% | $6,247+28.4% | $3,332+140.7% |
| Admin fee / account holder | $4,801 | $5,421-11.4% | $9,244-48.1% | $4,645+3.4% |