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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 | $139,669 | $85,766+62.8% | $136,298+2.5% | $70,126+99.2% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 17.29% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $4,368 | $2,966+47.3% | $4,696-7.0% | $2,343+86.5% |
| Participant deferral / active EE | $10,634 | $5,051+110.5% | $6,247+70.2% | $3,332+219.2% |
| Admin fee / account holder | $5,100 | $5,421-5.9% | $9,244-44.8% | $4,645+9.8% |