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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 | $93,528 | $85,766+9.0% | $136,298-31.4% | $70,126+33.4% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 18.63% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,985 | $2,966+0.6% | $4,696-36.4% | $2,343+27.4% |
| Participant deferral / active EE | $8,011 | $5,051+58.6% | $6,247+28.2% | $3,332+140.4% |
| Admin fee / account holder | $21,761 | $5,421+301.4% | $9,244+135.4% | $4,645+368.4% |