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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 | $150,464 | $85,766+75.4% | $136,298+10.4% | $70,126+114.6% |
| Participation rate | 84.4% | 74.2%+10.3pp | 81.9%+2.5pp | 69.5%+14.9pp |
| Annual return | 16.38% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,313 | $2,966-22.0% | $4,696-50.7% | $2,343-1.3% |
| Participant deferral / active EE | $7,527 | $5,051+49.0% | $6,247+20.5% | $3,332+125.9% |
| Admin fee / account holder | $8,151 | $5,421+50.4% | $9,244-11.8% | $4,645+75.5% |