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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 | $126,338 | $85,766+47.3% | $136,298-7.3% | $70,126+80.2% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 14.39% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $4,044 | $2,966+36.3% | $4,696-13.9% | $2,343+72.6% |
| Participant deferral / active EE | $6,161 | $5,051+22.0% | $6,247-1.4% | $3,332+84.9% |
| Admin fee / account holder | $14,182 | $5,421+161.6% | $9,244+53.4% | $4,645+205.3% |