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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 | $75,971 | $85,766-11.4% | $136,298-44.3% | $70,126+8.3% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 14.86% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,024 | $2,966+35.7% | $4,696-14.3% | $2,343+71.8% |
| Participant deferral / active EE | $7,914 | $5,051+56.7% | $6,247+26.7% | $3,332+137.5% |
| Admin fee / account holder | $4,492 | $5,421-17.1% | $9,244-51.4% | $4,645-3.3% |