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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 | $172,790 | $85,766+101.5% | $136,298+26.8% | $70,126+146.4% |
| Participation rate | 91.6% | 74.2%+17.4pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 19.37% | 31.46%-12.1pp | 5156.27%-5136.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $3,477 | $2,966+17.2% | $4,696-26.0% | $2,343+48.4% |
| Participant deferral / active EE | $10,418 | $5,051+106.2% | $6,247+66.8% | $3,332+212.7% |
| Admin fee / account holder | $3,657 | $5,421-32.5% | $9,244-60.4% | $4,645-21.3% |