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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 | $160,994 | $88,203+82.5% | $165,100-2.5% | $74,478+116.2% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 11.74% | 17.13%-5.4pp | 70.21%-58.5pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $5,997 | $2,601+130.6% | $4,348+37.9% | $2,626+128.3% |
| Participant deferral / active EE | $5,724 | $4,505+27.1% | $6,035-5.2% | $4,350+31.6% |
| Admin fee / account holder | $9,937 | $2,235+344.6% | $12,696-21.7% | $1,946+410.7% |