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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 | $139,292 | $85,766+62.4% | $136,298+2.2% | $70,126+98.6% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 15.49% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,727 | $2,966-41.8% | $4,696-63.2% | $2,343-26.3% |
| Participant deferral / active EE | $6,249 | $5,051+23.7% | $6,2470% | $3,332+87.5% |
| Admin fee / account holder | $9,250 | $5,421+70.6% | $9,244+0.1% | $4,645+99.1% |