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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 | $163,187 | $85,171+91.6% | $172,753-5.5% | $72,976+123.6% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 18.79% | 27.32%-8.5pp | 803.00%-784.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $2,616 | $3,324-21.3% | $5,144-49.1% | $2,440+7.2% |
| Participant deferral / active EE | $3,723 | $3,260+14.2% | $5,198-28.4% | $3,608+3.2% |
| Admin fee / account holder | $10,985 | $5,880+86.8% | $13,956-21.3% | $5,124+114.4% |