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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 | $164,472 | $85,766+91.8% | $136,298+20.7% | $70,126+134.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 18.84% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $8,799 | $2,966+196.7% | $4,696+87.4% | $2,343+275.6% |
| Participant deferral / active EE | $6,089 | $5,051+20.5% | $6,247-2.5% | $3,332+82.7% |
| Admin fee / account holder | $670 | $5,421-87.6% | $9,244-92.8% | $4,645-85.6% |