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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 | $118,998 | $85,766+38.7% | $136,298-12.7% | $70,126+69.7% |
| Participation rate | 92.1% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 22.45% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,238 | $2,966-58.2% | $4,696-73.6% | $2,343-47.1% |
| Participant deferral / active EE | $8,262 | $5,051+63.6% | $6,247+32.2% | $3,332+148.0% |
| Admin fee / account holder | $6,806 | $5,421+25.6% | $9,244-26.4% | $4,645+46.5% |