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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 | $144,084 | $85,766+68.0% | $136,298+5.7% | $70,126+105.5% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 17.81% | 31.46%-13.6pp | 5156.27%-5138.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $4,834 | $2,966+63.0% | $4,696+2.9% | $2,343+106.3% |
| Participant deferral / active EE | $7,027 | $5,051+39.1% | $6,247+12.5% | $3,332+110.9% |
| Admin fee / account holder | $422 | $5,421-92.2% | $9,244-95.4% | $4,645-90.9% |