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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 | $150,679 | $85,766+75.7% | $136,298+10.6% | $70,126+114.9% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 19.08% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,816 | $2,966-5.1% | $4,696-40.0% | $2,343+20.2% |
| Participant deferral / active EE | $6,576 | $5,051+30.2% | $6,247+5.3% | $3,332+97.4% |
| Admin fee / account holder | $8,884 | $5,421+63.9% | $9,244-3.9% | $4,645+91.2% |