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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 | $155,770 | $85,766+81.6% | $136,298+14.3% | $70,126+122.1% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 16.46% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,826 | $2,966-4.7% | $4,696-39.8% | $2,343+20.7% |
| Participant deferral / active EE | $3,876 | $5,051-23.3% | $6,247-38.0% | $3,332+16.3% |
| Admin fee / account holder | $3,290 | $5,421-39.3% | $9,244-64.4% | $4,645-29.2% |