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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 | $84,075 | $85,766-2.0% | $136,298-38.3% | $70,126+19.9% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 17.66% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $4,497 | $2,966+51.6% | $4,696-4.2% | $2,343+92.0% |
| Participant deferral / active EE | $9,229 | $5,051+82.7% | $6,247+47.7% | $3,332+177.0% |
| Admin fee / account holder | $7,113 | $5,421+31.2% | $9,244-23.1% | $4,645+53.1% |