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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 | $120,935 | $57,305+111.0% | $86,640+39.6% | $75,173+60.9% |
| Participation rate | 82.1% | 63.2%+18.8pp | 71.7%+10.3pp | 67.2%+14.8pp |
| Annual return | 16.50% | 2674.24%-2657.7pp | 592.52%-576.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,899 | $2,316+68.3% | $3,024+28.9% | $2,671+46.0% |
| Participant deferral / active EE | $5,747 | $3,320+73.1% | $4,438+29.5% | $4,126+39.3% |
| Admin fee / account holder | $5,522 | $4,116+34.2% | $5,616-1.7% | $5,651-2.3% |