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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 | $163,017 | $85,766+90.1% | $136,298+19.6% | $70,126+132.5% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.9pp | 69.5%+22.2pp |
| Annual return | 18.83% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $3,756 | $2,966+26.6% | $4,696-20.0% | $2,343+60.3% |
| Participant deferral / active EE | $6,558 | $5,051+29.8% | $6,247+5.0% | $3,332+96.8% |
| Admin fee / account holder | $2,953 | $5,421-45.5% | $9,244-68.1% | $4,645-36.4% |