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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 | $107,619 | $57,305+87.8% | $86,640+24.2% | $75,173+43.2% |
| Participation rate | 81.7% | 63.2%+18.5pp | 71.7%+10.0pp | 67.2%+14.5pp |
| Annual return | 16.48% | 2674.24%-2657.8pp | 592.52%-576.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $4,557 | $2,316+96.8% | $3,024+50.7% | $2,671+70.6% |
| Participant deferral / active EE | $4,712 | $3,320+42.0% | $4,438+6.2% | $4,126+14.2% |
| Admin fee / account holder | $4,456 | $4,116+8.3% | $5,616-20.7% | $5,651-21.1% |