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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 | $162,347 | $79,189+105.0% | $102,457+58.5% | $74,400+118.2% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 15.66% | 54.98%-39.3pp | 29.41%-13.8pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $4,762 | $2,362+101.6% | $3,022+57.6% | $2,624+81.4% |
| Participant deferral / active EE | $5,853 | $4,415+32.6% | $5,054+15.8% | $4,348+34.6% |
| Admin fee / account holder | $2,877 | $2,002+43.7% | $9,451-69.6% | $1,944+48.0% |