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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 | $141,210 | $85,766+64.6% | $136,297+3.6% | $70,124+101.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 22.16% | 31.45%-9.3pp | 5156.19%-5134.0pp | 73.14%-51.0pp |
| Employer contribution / active EE | $5,748 | $2,966+93.8% | $4,696+22.4% | $2,342+145.4% |
| Participant deferral / active EE | $5,416 | $5,051+7.2% | $6,247-13.3% | $3,332+62.5% |
| Admin fee / account holder | $9,694 | $5,420+78.8% | $9,244+4.9% | $4,645+108.7% |