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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 | $178,353 | $100,060+78.2% | $149,721+19.1% | $70,126+154.3% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 20.17% | 27.46%-7.3pp | 1501.67%-1481.5pp | 73.15%-53.0pp |
| Employer contribution / active EE | $4,751 | $3,661+29.8% | $5,444-12.7% | $2,343+102.8% |
| Participant deferral / active EE | $7,842 | $4,982+57.4% | $6,568+19.4% | $3,332+135.4% |
| Admin fee / account holder | $2,473 | $8,285-70.2% | $11,282-78.1% | $4,645-46.8% |