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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 | $159,367 | $65,440+143.5% | $98,506+61.8% | $85,851+85.6% |
| Participation rate | 86.1% | 65.0%+21.1pp | 73.3%+12.8pp | 69.3%+16.8pp |
| Annual return | 31.64% | 21.75%+9.9pp | 1494.92%-1463.3pp | 318.63%-287.0pp |
| Employer contribution / active EE | $1,395 | $2,169-35.7% | $2,961-52.9% | $2,565-45.6% |
| Participant deferral / active EE | $6,948 | $3,168+119.3% | $4,277+62.5% | $3,952+75.8% |
| Admin fee / account holder | $3,877 | $4,596-15.6% | $5,955-34.9% | $6,261-38.1% |