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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 | $153,209 | $85,766+78.6% | $136,298+12.4% | $70,126+118.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 17.32% | 31.46%-14.1pp | 5156.27%-5139.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $3,409 | $2,966+14.9% | $4,696-27.4% | $2,343+45.5% |
| Participant deferral / active EE | $6,171 | $5,051+22.2% | $6,247-1.2% | $3,332+85.2% |
| Admin fee / account holder | $9,125 | $5,421+68.3% | $9,244-1.3% | $4,645+96.4% |