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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 | $151,487 | $85,766+76.6% | $136,298+11.1% | $70,126+116.0% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 15.62% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $7,944 | $2,966+167.8% | $4,696+69.2% | $2,343+239.1% |
| Participant deferral / active EE | $8,989 | $5,051+78.0% | $6,247+43.9% | $3,332+169.8% |
| Admin fee / account holder | $6,159 | $5,421+13.6% | $9,244-33.4% | $4,645+32.6% |