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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 | $109,956 | $85,766+28.2% | $136,298-19.3% | $70,126+56.8% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 15.23% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,573 | $2,966+20.4% | $4,696-23.9% | $2,343+52.5% |
| Participant deferral / active EE | $9,028 | $5,051+78.7% | $6,247+44.5% | $3,332+171.0% |
| Admin fee / account holder | $3,660 | $5,421-32.5% | $9,244-60.4% | $4,645-21.2% |