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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 | $152,813 | $85,766+78.2% | $136,298+12.1% | $70,126+117.9% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 16.28% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,160 | $2,966-27.2% | $4,696-54.0% | $2,343-7.8% |
| Participant deferral / active EE | $5,974 | $5,051+18.3% | $6,247-4.4% | $3,332+79.3% |
| Admin fee / account holder | $39,095 | $5,421+621.2% | $9,244+322.9% | $4,645+741.6% |