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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 | $96,379 | $85,766+12.4% | $136,298-29.3% | $70,126+37.4% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 15.11% | 31.46%-16.3pp | 5156.27%-5141.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $6,630 | $2,966+123.5% | $4,696+41.2% | $2,343+183.0% |
| Participant deferral / active EE | $5,775 | $5,051+14.3% | $6,247-7.6% | $3,332+73.3% |
| Admin fee / account holder | $1,063 | $5,421-80.4% | $9,244-88.5% | $4,645-77.1% |