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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 | $161,899 | $98,766+63.9% | $149,730+8.1% | $79,852+102.8% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.1pp |
| Annual return | 15.62% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,600 | $3,217+11.9% | $4,645-22.5% | $2,471+45.7% |
| Participant deferral / active EE | $6,291 | $5,681+10.7% | $6,843-8.1% | $3,740+68.2% |
| Admin fee / account holder | $4,584 | $6,052-24.3% | $9,310-50.8% | $5,306-13.6% |