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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 | $88,186+82.6% | $165,071-2.5% | $74,459+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 | 70.17%-58.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $5,997 | $2,600+130.6% | $4,347+37.9% | $2,626+128.4% |
| Participant deferral / active EE | $5,724 | $4,505+27.1% | $6,035-5.2% | $4,350+31.6% |
| Admin fee / account holder | $9,937 | $2,234+344.8% | $12,695-21.7% | $1,945+411.0% |