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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 | $154,776 | $85,766+80.5% | $136,298+13.6% | $70,126+120.7% |
| Participation rate | 84.4% | 74.2%+10.3pp | 81.9%+2.5pp | 69.5%+14.9pp |
| Annual return | 19.70% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.4pp |
| Employer contribution / active EE | $3,506 | $2,966+18.2% | $4,696-25.3% | $2,343+49.7% |
| Participant deferral / active EE | $8,219 | $5,051+62.7% | $6,247+31.6% | $3,332+146.7% |
| Admin fee / account holder | $1,929 | $5,421-64.4% | $9,244-79.1% | $4,645-58.5% |