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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 | $176,399 | $80,812+118.3% | $160,784+9.7% | $82,448+114.0% |
| Participation rate | 94.1% | 66.2%+27.9pp | 77.0%+17.2pp | 68.1%+26.0pp |
| Annual return | 16.67% | 100.59%-83.9pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,379 | $2,174+193.4% | $3,733+70.9% | $2,551+150.1% |
| Participant deferral / active EE | $3,635 | $4,335-16.2% | $6,293-42.2% | $4,139-12.2% |
| Admin fee / account holder | $1,727 | $7,695-77.6% | $9,717-82.2% | $7,234-76.1% |