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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 | $192,583 | $85,766+124.5% | $136,298+41.3% | $70,126+174.6% |
| Participation rate | 83.8% | 74.2%+9.6pp | 81.9%+1.9pp | 69.5%+14.2pp |
| Annual return | 15.25% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,961 | $2,966-33.9% | $4,696-58.2% | $2,343-16.3% |
| Participant deferral / active EE | $6,020 | $5,051+19.2% | $6,247-3.6% | $3,332+80.7% |
| Admin fee / account holder | $123,117 | $5,421+2171.3% | $9,244+1231.9% | $4,645+2550.3% |