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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 | $139,872 | $100,033+39.8% | $149,716-6.6% | $70,124+99.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 13.95% | 27.43%-13.5pp | 1501.67%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $7,789 | $3,661+112.7% | $5,444+43.1% | $2,342+232.5% |
| Participant deferral / active EE | $4,867 | $4,982-2.3% | $6,568-25.9% | $3,332+46.1% |
| Admin fee / account holder | $3,101 | $8,285-62.6% | $11,282-72.5% | $4,645-33.2% |