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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 | $144,199 | $88,203+63.5% | $165,100-12.7% | $74,478+93.6% |
| Participation rate | 83.8% | 73.1%+10.7pp | 78.6%+5.2pp | 67.2%+16.6pp |
| Annual return | 11.72% | 17.13%-5.4pp | 70.21%-58.5pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $3,185 | $2,601+22.5% | $4,348-26.7% | $2,626+21.3% |
| Participant deferral / active EE | $6,593 | $4,505+46.4% | $6,035+9.2% | $4,350+51.6% |
| Admin fee / account holder | $3,241 | $2,235+45.0% | $12,696-74.5% | $1,946+66.6% |