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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 | $161,380 | $85,766+88.2% | $136,298+18.4% | $70,126+130.1% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 16.00% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $8,495 | $2,966+186.4% | $4,696+80.9% | $2,343+262.6% |
| Participant deferral / active EE | $7,958 | $5,051+57.5% | $6,247+27.4% | $3,332+138.8% |
| Admin fee / account holder | $32,190 | $5,421+493.8% | $9,244+248.2% | $4,645+592.9% |