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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 | $155,073 | $85,766+80.8% | $136,298+13.8% | $70,126+121.1% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 15.21% | 31.46%-16.2pp | 5156.27%-5141.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $6,239 | $2,966+110.3% | $4,696+32.9% | $2,343+166.3% |
| Participant deferral / active EE | $4,767 | $5,051-5.6% | $6,247-23.7% | $3,332+43.1% |
| Admin fee / account holder | $1,793 | $5,421-66.9% | $9,244-80.6% | $4,645-61.4% |