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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 | $170,305 | $85,766+98.6% | $136,298+24.9% | $70,126+142.9% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 29.01% | 31.46%-2.4pp | 5156.27%-5127.3pp | 73.15%-44.1pp |
| Employer contribution / active EE | $3,128 | $2,966+5.5% | $4,696-33.4% | $2,343+33.5% |
| Participant deferral / active EE | $6,604 | $5,051+30.7% | $6,247+5.7% | $3,332+98.2% |
| Admin fee / account holder | $6,583 | $5,421+21.4% | $9,244-28.8% | $4,645+41.7% |