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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 | $155,547 | $77,908+99.7% | $149,696+3.9% | $75,173+106.9% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.5pp | 67.2%+29.0pp |
| Annual return | 15.07% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $5,199 | $3,138+65.7% | $4,821+7.9% | $2,671+94.7% |
| Participant deferral / active EE | $4,995 | $3,411+46.4% | $5,682-12.1% | $4,126+21.1% |
| Admin fee / account holder | $1,362 | $5,950-77.1% | $13,212-89.7% | $5,651-75.9% |