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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 | $158,083 | $85,766+84.3% | $136,298+16.0% | $70,126+125.4% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 15.72% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $5,718 | $2,966+92.8% | $4,696+21.8% | $2,343+144.1% |
| Participant deferral / active EE | $6,362 | $5,051+25.9% | $6,247+1.8% | $3,332+91.0% |
| Admin fee / account holder | $539 | $5,421-90.0% | $9,244-94.2% | $4,645-88.4% |