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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 | $143,347 | $85,766+67.1% | $136,298+5.2% | $70,126+104.4% |
| Participation rate | 89.8% | 74.2%+15.6pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 20.73% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $6,956 | $2,966+134.5% | $4,696+48.1% | $2,343+196.9% |
| Participant deferral / active EE | $9,941 | $5,051+96.8% | $6,247+59.1% | $3,332+198.4% |
| Admin fee / account holder | $808 | $5,421-85.1% | $9,244-91.3% | $4,645-82.6% |