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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 | $143,844 | $85,171+68.9% | $172,752-16.7% | $72,975+97.1% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 20.59% | 27.32%-6.7pp | 802.97%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $4,485 | $3,324+34.9% | $5,144-12.8% | $2,440+83.8% |
| Participant deferral / active EE | $4,668 | $3,260+43.2% | $5,198-10.2% | $3,608+29.4% |
| Admin fee / account holder | $5,508 | $5,880-6.3% | $13,955-60.5% | $5,124+7.5% |