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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 | $170,322 | $85,766+98.6% | $136,298+25.0% | $70,126+142.9% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 14.38% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $13,808 | $2,966+365.5% | $4,696+194.1% | $2,343+489.4% |
| Participant deferral / active EE | $4,466 | $5,051-11.6% | $6,247-28.5% | $3,332+34.0% |
| Admin fee / account holder | $989 | $5,421-81.8% | $9,244-89.3% | $4,645-78.7% |