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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 | $141,387 | $100,060+41.3% | $149,721-5.6% | $70,126+101.6% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 16.74% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $5,571 | $3,661+52.2% | $5,444+2.3% | $2,343+137.8% |
| Participant deferral / active EE | $11,211 | $4,982+125.0% | $6,568+70.7% | $3,332+236.5% |
| Admin fee / account holder | $959 | $8,285-88.4% | $11,282-91.5% | $4,645-79.4% |