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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 | $97,091 | $85,766+13.2% | $136,297-28.8% | $70,131+38.4% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 18.79% | 31.45%-12.7pp | 5156.16%-5137.4pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,387 | $2,966-53.2% | $4,696-70.5% | $2,342-40.8% |
| Participant deferral / active EE | $5,080 | $5,051+0.6% | $6,247-18.7% | $3,332+52.5% |
| Admin fee / account holder | $16,521 | $5,420+204.8% | $9,244+78.7% | $4,645+255.6% |