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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 | $96,239 | $85,766+12.2% | $136,298-29.4% | $70,126+37.2% |
| Participation rate | 84.1% | 74.2%+10.0pp | 81.9%+2.2pp | 69.5%+14.6pp |
| Annual return | 22.16% | 31.46%-9.3pp | 5156.27%-5134.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $3,066 | $2,966+3.4% | $4,696-34.7% | $2,343+30.9% |
| Participant deferral / active EE | $6,974 | $5,051+38.1% | $6,247+11.6% | $3,332+109.3% |
| Admin fee / account holder | $3,328 | $5,421-38.6% | $9,244-64.0% | $4,645-28.4% |