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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 | $166,440 | $102,422+62.5% | $147,117+13.1% | $80,959+105.6% |
| Participation rate | 78.3% | 75.9%+2.5pp | 82.2%-3.9pp | 67.7%+10.7pp |
| Annual return | 22.08% | 135.16%-113.1pp | 420.54%-398.5pp | 35.67%-13.6pp |
| Employer contribution / active EE | $3,335 | $3,717-10.3% | $4,932-32.4% | $2,757+21.0% |
| Participant deferral / active EE | $13,335 | $6,652+100.5% | $8,065+65.4% | $4,300+210.1% |
| Admin fee / account holder | $6,953 | $7,953-12.6% | $12,993-46.5% | $6,925+0.4% |