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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 | $153,910 | $65,555+134.8% | $86,216+78.5% | $75,173+104.7% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 14.97% | 46.07%-31.1pp | 1169.42%-1154.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,948 | $1,553+25.4% | $2,382-18.2% | $2,671-27.1% |
| Participant deferral / active EE | $3,544 | $3,023+17.2% | $3,986-11.1% | $4,126-14.1% |
| Admin fee / account holder | $5,621 | $5,469+2.8% | $6,853-18.0% | $5,651-0.5% |