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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 | $88,702 | $85,766+3.4% | $136,298-34.9% | $70,126+26.5% |
| Participation rate | 95.8% | 74.2%+21.7pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 16.94% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $5,221 | $2,966+76.0% | $4,696+11.2% | $2,343+122.9% |
| Participant deferral / active EE | $7,729 | $5,051+53.0% | $6,247+23.7% | $3,332+132.0% |
| Admin fee / account holder | $5,674 | $5,421+4.7% | $9,244-38.6% | $4,645+22.1% |