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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 | $136,473 | $85,766+59.1% | $136,298+0.1% | $70,126+94.6% |
| Participation rate | 95.3% | 74.2%+21.2pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 17.02% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,316 | $2,966+11.8% | $4,696-29.4% | $2,343+41.5% |
| Participant deferral / active EE | $9,160 | $5,051+81.3% | $6,247+46.6% | $3,332+174.9% |
| Admin fee / account holder | $1,695 | $5,421-68.7% | $9,244-81.7% | $4,645-63.5% |