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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 | $174,121 | $85,766+103.0% | $136,298+27.7% | $70,126+148.3% |
| Participation rate | 86.6% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 16.12% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,281 | $2,966+10.6% | $4,696-30.1% | $2,343+40.1% |
| Participant deferral / active EE | $7,619 | $5,051+50.8% | $6,247+22.0% | $3,332+128.7% |
| Admin fee / account holder | $17,696 | $5,421+226.5% | $9,244+91.4% | $4,645+280.9% |