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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 | $136,479 | $85,766+59.1% | $136,298+0.1% | $70,126+94.6% |
| Participation rate | 93.0% | 74.2%+18.8pp | 81.9%+11.1pp | 69.5%+23.4pp |
| Annual return | 14.39% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $7,548 | $2,966+154.5% | $4,696+60.7% | $2,343+222.2% |
| Participant deferral / active EE | $6,825 | $5,051+35.1% | $6,247+9.2% | $3,332+104.8% |
| Admin fee / account holder | $4,249 | $5,421-21.6% | $9,244-54.0% | $4,645-8.5% |