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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 | $164,281 | $85,766+91.5% | $136,298+20.5% | $70,126+134.3% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 16.25% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,282 | $2,966+44.4% | $4,696-8.8% | $2,343+82.8% |
| Participant deferral / active EE | $9,662 | $5,051+91.3% | $6,247+54.7% | $3,332+190.0% |
| Admin fee / account holder | $17,009 | $5,421+213.8% | $9,244+84.0% | $4,645+266.1% |