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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 | $153,092 | $85,766+78.5% | $136,298+12.3% | $70,126+118.3% |
| Participation rate | 84.1% | 74.2%+9.9pp | 81.9%+2.2pp | 69.5%+14.6pp |
| Annual return | 21.40% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,045 | $2,966-31.0% | $4,696-56.4% | $2,343-12.7% |
| Participant deferral / active EE | $6,929 | $5,051+37.2% | $6,247+10.9% | $3,332+108.0% |
| Admin fee / account holder | $8,232 | $5,421+51.9% | $9,244-10.9% | $4,645+77.2% |