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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 | $100,295 | $100,041+0.3% | $149,718-33.0% | $70,131+43.0% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 34.36% | 27.43%+6.9pp | 1501.70%-1467.3pp | 73.14%-38.8pp |
| Employer contribution / active EE | $7,971 | $3,662+117.7% | $5,444+46.4% | $2,342+240.3% |
| Participant deferral / active EE | $12,954 | $4,983+160.0% | $6,568+97.2% | $3,332+288.8% |
| Admin fee / account holder | $17,577 | $8,286+112.1% | $11,283+55.8% | $4,645+278.4% |