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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 | $151,739 | $85,766+76.9% | $136,298+11.3% | $70,126+116.4% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 16.20% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $8,659 | $2,966+191.9% | $4,696+84.4% | $2,343+269.7% |
| Participant deferral / active EE | $9,900 | $5,051+96.0% | $6,247+58.5% | $3,332+197.1% |
| Admin fee / account holder | $10,971 | $5,421+102.4% | $9,244+18.7% | $4,645+136.2% |