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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 | $160,914 | $85,766+87.6% | $136,298+18.1% | $70,126+129.5% |
| Participation rate | 91.4% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 16.98% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $5,714 | $2,966+92.7% | $4,696+21.7% | $2,343+143.9% |
| Participant deferral / active EE | $10,181 | $5,051+101.5% | $6,247+63.0% | $3,332+205.6% |
| Admin fee / account holder | $4,942 | $5,421-8.8% | $9,244-46.5% | $4,645+6.4% |