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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 | $150,667 | $77,920+93.4% | $149,723+0.6% | $75,177+100.4% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 15.22% | 31.72%-16.5pp | 134.50%-119.3pp | 160.75%-145.5pp |
| Employer contribution / active EE | $4,806 | $3,138+53.1% | $4,821-0.3% | $2,671+79.9% |
| Participant deferral / active EE | $6,354 | $3,411+86.3% | $5,682+11.8% | $4,126+54.0% |
| Admin fee / account holder | $40,496 | $5,951+580.5% | $13,215+206.4% | $5,651+616.6% |