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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 | $88,137+82.7% | $164,975-2.4% | $74,429+116.3% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 11.74% | 17.13%-5.4pp | 70.12%-58.4pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $5,997 | $2,597+130.9% | $4,343+38.1% | $2,625+128.5% |
| Participant deferral / active EE | $5,724 | $4,501+27.2% | $6,033-5.1% | $4,348+31.6% |
| Admin fee / account holder | $9,937 | $2,231+345.3% | $12,688-21.7% | $1,944+411.1% |