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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 | $165,080 | $100,060+65.0% | $149,721+10.3% | $70,126+135.4% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 34.79% | 27.46%+7.3pp | 1501.67%-1466.9pp | 73.15%-38.4pp |
| Employer contribution / active EE | $15,692 | $3,661+328.6% | $5,444+188.2% | $2,343+569.9% |
| Participant deferral / active EE | $13,056 | $4,982+162.1% | $6,568+98.8% | $3,332+291.9% |
| Admin fee / account holder | $2,771 | $8,285-66.6% | $11,282-75.4% | $4,645-40.3% |