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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 | $183,273 | $100,060+83.2% | $149,721+22.4% | $70,126+161.3% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 16.79% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,589 | $3,661-29.3% | $5,444-52.5% | $2,343+10.5% |
| Participant deferral / active EE | $8,927 | $4,982+79.2% | $6,568+35.9% | $3,332+167.9% |
| Admin fee / account holder | $25,281 | $8,285+205.1% | $11,282+124.1% | $4,645+444.2% |