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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 | $162,118 | $85,766+89.0% | $136,298+18.9% | $70,126+131.2% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 18.41% | 31.46%-13.0pp | 5156.27%-5137.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $7,364 | $2,966+148.3% | $4,696+56.8% | $2,343+214.4% |
| Participant deferral / active EE | $4,961 | $5,051-1.8% | $6,247-20.6% | $3,332+48.9% |
| Admin fee / account holder | $2,466 | $5,421-54.5% | $9,244-73.3% | $4,645-46.9% |