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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 | $158,974 | $100,060+58.9% | $149,721+6.2% | $70,126+126.7% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 16.86% | 27.46%-10.6pp | 1501.67%-1484.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $8,997 | $3,661+145.7% | $5,444+65.3% | $2,343+284.1% |
| Participant deferral / active EE | $14,544 | $4,982+191.9% | $6,568+121.4% | $3,332+336.5% |
| Admin fee / account holder | $5,129 | $8,285-38.1% | $11,282-54.5% | $4,645+10.4% |