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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 | $152,111 | $80,812+88.2% | $160,784-5.4% | $82,448+84.5% |
| Participation rate | 81.1% | 66.2%+14.9pp | 77.0%+4.2pp | 68.1%+13.1pp |
| Annual return | 16.33% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,811 | $2,174+75.3% | $3,733+2.1% | $2,551+49.4% |
| Participant deferral / active EE | $10,180 | $4,335+134.8% | $6,293+61.8% | $4,139+145.9% |
| Admin fee / account holder | $2,326 | $7,695-69.8% | $9,717-76.1% | $7,234-67.8% |