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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 | $142,573 | $85,766+66.2% | $136,298+4.6% | $70,126+103.3% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 19.43% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,251 | $2,966-57.8% | $4,696-73.3% | $2,343-46.6% |
| Participant deferral / active EE | $10,655 | $5,051+110.9% | $6,247+70.6% | $3,332+219.8% |
| Admin fee / account holder | $3,126 | $5,421-42.3% | $9,244-66.2% | $4,645-32.7% |