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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 | $87,364 | $85,766+1.9% | $136,297-35.9% | $70,124+24.6% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 22.47% | 31.45%-9.0pp | 5156.19%-5133.7pp | 73.14%-50.7pp |
| Employer contribution / active EE | $5,683 | $2,966+91.6% | $4,696+21.0% | $2,342+142.6% |
| Participant deferral / active EE | $6,939 | $5,051+37.4% | $6,247+11.1% | $3,332+108.3% |
| Admin fee / account holder | $1,915 | $5,420-64.7% | $9,244-79.3% | $4,645-58.8% |