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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 | $152,744 | $80,812+89.0% | $160,784-5.0% | $82,448+85.3% |
| Participation rate | 81.5% | 66.2%+15.2pp | 77.0%+4.5pp | 68.1%+13.4pp |
| Annual return | 32.11% | 100.59%-68.5pp | 1803.92%-1771.8pp | 41.64%-9.5pp |
| Employer contribution / active EE | $5,610 | $2,174+158.1% | $3,733+50.3% | $2,551+119.9% |
| Participant deferral / active EE | $12,293 | $4,335+183.5% | $6,293+95.3% | $4,139+197.0% |
| Admin fee / account holder | $1,345 | $7,695-82.5% | $9,717-86.2% | $7,234-81.4% |