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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 | $164,446 | $65,555+150.9% | $86,216+90.7% | $75,173+118.8% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.0%+7.7pp | 67.2%+9.5pp |
| Annual return | 16.53% | 46.07%-29.5pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $6,710 | $1,553+331.9% | $2,382+181.7% | $2,671+151.2% |
| Participant deferral / active EE | $5,906 | $3,023+95.3% | $3,986+48.2% | $4,126+43.1% |
| Admin fee / account holder | $3,649 | $5,469-33.3% | $6,853-46.8% | $5,651-35.4% |