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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 | $146,425 | $65,566+123.3% | $86,235+69.8% | $75,177+94.8% |
| Participation rate | 80.4% | 60.5%+19.9pp | 69.0%+11.4pp | 67.2%+13.2pp |
| Annual return | 17.19% | 46.07%-28.9pp | 1170.03%-1152.8pp | 160.75%-143.6pp |
| Employer contribution / active EE | $1,847 | $1,553+18.9% | $2,381-22.4% | $2,671-30.8% |
| Participant deferral / active EE | $3,897 | $3,023+28.9% | $3,987-2.3% | $4,126-5.6% |
| Admin fee / account holder | $3,342 | $5,470-38.9% | $6,856-51.3% | $5,651-40.9% |