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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 | $165,331 | $85,766+92.8% | $136,298+21.3% | $70,126+135.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 22.78% | 31.46%-8.7pp | 5156.27%-5133.5pp | 73.15%-50.4pp |
| Employer contribution / active EE | $3,307 | $2,966+11.5% | $4,696-29.6% | $2,343+41.2% |
| Participant deferral / active EE | $8,364 | $5,051+65.6% | $6,247+33.9% | $3,332+151.0% |
| Admin fee / account holder | $2,561 | $5,421-52.8% | $9,244-72.3% | $4,645-44.9% |