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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 | $165,075 | $85,766+92.5% | $136,298+21.1% | $70,126+135.4% |
| Participation rate | 95.5% | 74.2%+21.3pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 20.43% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $7,886 | $2,966+165.9% | $4,696+67.9% | $2,343+236.6% |
| Participant deferral / active EE | $12,056 | $5,051+138.7% | $6,247+93.0% | $3,332+261.8% |
| Admin fee / account holder | $3,862 | $5,421-28.8% | $9,244-58.2% | $4,645-16.9% |