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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 | $144,971 | $85,766+69.0% | $136,298+6.4% | $70,126+106.7% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 17.83% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $3,794 | $2,966+27.9% | $4,696-19.2% | $2,343+62.0% |
| Participant deferral / active EE | $6,626 | $5,051+31.2% | $6,247+6.1% | $3,332+98.9% |
| Admin fee / account holder | $1,635 | $5,421-69.8% | $9,244-82.3% | $4,645-64.8% |