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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 | $111,431 | $85,766+29.9% | $136,298-18.2% | $70,126+58.9% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 17.57% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,690 | $2,966+24.4% | $4,696-21.4% | $2,343+57.5% |
| Participant deferral / active EE | $3,949 | $5,051-21.8% | $6,247-36.8% | $3,332+18.5% |
| Admin fee / account holder | $1,565 | $5,421-71.1% | $9,244-83.1% | $4,645-66.3% |