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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 | $167,216 | $85,766+95.0% | $136,298+22.7% | $70,126+138.5% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 17.21% | 31.46%-14.2pp | 5156.27%-5139.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $10,675 | $2,966+259.9% | $4,696+127.3% | $2,343+355.7% |
| Participant deferral / active EE | $7,491 | $5,051+48.3% | $6,247+19.9% | $3,332+124.8% |
| Admin fee / account holder | $5,508 | $5,421+1.6% | $9,244-40.4% | $4,645+18.6% |