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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 | $138,775 | $85,766+61.8% | $136,297+1.8% | $70,131+97.9% |
| Participation rate | 95.4% | 74.2%+21.2pp | 81.9%+13.5pp | 69.5%+25.8pp |
| Annual return | 16.20% | 31.45%-15.3pp | 5156.16%-5140.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,413 | $2,966-18.7% | $4,696-48.6% | $2,342+3.0% |
| Participant deferral / active EE | $9,971 | $5,051+97.4% | $6,247+59.6% | $3,332+199.3% |
| Admin fee / account holder | $10,861 | $5,420+100.4% | $9,244+17.5% | $4,645+133.8% |