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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 | $85,263 | $51,638+65.1% | $129,406-34.1% | $80,959+5.3% |
| Participation rate | 74.1% | 56.9%+17.1pp | 69.6%+4.4pp | 67.7%+6.4pp |
| Annual return | 15.81% | 20.78%-5.0pp | 9468.18%-9452.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,646 | $1,584+256.5% | $4,155+35.9% | $2,757+104.8% |
| Participant deferral / active EE | $12,401 | $2,670+364.5% | $4,167+197.6% | $4,300+188.4% |
| Admin fee / account holder | $2,129 | $4,313-50.6% | $7,689-72.3% | $6,925-69.3% |