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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 | $178,917 | $85,766+108.6% | $136,298+31.3% | $70,126+155.1% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 15.96% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $3,289 | $2,966+10.9% | $4,696-30.0% | $2,343+40.4% |
| Participant deferral / active EE | $7,531 | $5,051+49.1% | $6,247+20.5% | $3,332+126.0% |
| Admin fee / account holder | $33,172 | $5,421+512.0% | $9,244+258.9% | $4,645+614.1% |