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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 | $79,223+104.9% | $102,460+58.5% | $74,478+118.0% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.3pp |
| Annual return | 15.66% | 54.98%-39.3pp | 29.47%-13.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $4,762 | $2,363+101.5% | $3,025+57.4% | $2,626+81.3% |
| Participant deferral / active EE | $5,853 | $4,417+32.5% | $5,056+15.8% | $4,350+34.5% |
| Admin fee / account holder | $2,877 | $2,003+43.6% | $9,460-69.6% | $1,946+47.8% |