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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 | $144,411 | $85,171+69.6% | $172,752-16.4% | $72,975+97.9% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 20.32% | 27.32%-7.0pp | 802.97%-782.6pp | 81.01%-60.7pp |
| Employer contribution / active EE | $5,602 | $3,324+68.5% | $5,144+8.9% | $2,440+129.6% |
| Participant deferral / active EE | $9,110 | $3,260+179.4% | $5,198+75.3% | $3,608+152.5% |
| Admin fee / account holder | $4,482 | $5,880-23.8% | $13,955-67.9% | $5,124-12.5% |