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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 | $144,510 | $57,330+152.1% | $86,656+66.8% | $75,177+92.2% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.0pp |
| Annual return | 14.96% | 2675.40%-2660.4pp | 593.09%-578.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $2,385 | $2,316+3.0% | $3,025-21.2% | $2,671-10.7% |
| Participant deferral / active EE | $5,715 | $3,320+72.1% | $4,439+28.7% | $4,126+38.5% |
| Admin fee / account holder | $4,514 | $4,115+9.7% | $5,619-19.7% | $5,651-20.1% |