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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 | $143,317 | $85,766+67.1% | $136,298+5.1% | $70,126+104.4% |
| Participation rate | 90.3% | 74.2%+16.1pp | 81.9%+8.4pp | 69.5%+20.7pp |
| Annual return | 17.44% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $7,917 | $2,966+166.9% | $4,696+68.6% | $2,343+238.0% |
| Participant deferral / active EE | $8,927 | $5,051+76.7% | $6,247+42.9% | $3,332+167.9% |
| Admin fee / account holder | $4,039 | $5,421-25.5% | $9,244-56.3% | $4,645-13.1% |