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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 | $178,718 | $85,766+108.4% | $136,298+31.1% | $70,126+154.9% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 18.61% | 31.46%-12.8pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,593 | $2,966-12.6% | $4,696-44.8% | $2,343+10.7% |
| Participant deferral / active EE | $4,300 | $5,051-14.9% | $6,247-31.2% | $3,332+29.1% |
| Admin fee / account holder | $975 | $5,421-82.0% | $9,244-89.4% | $4,645-79.0% |