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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 | $190,634 | $85,766+122.3% | $136,298+39.9% | $70,126+171.8% |
| Participation rate | 94.3% | 74.2%+20.1pp | 81.9%+12.4pp | 69.5%+24.7pp |
| Annual return | 14.92% | 31.46%-16.5pp | 5156.27%-5141.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $7,160 | $2,966+141.4% | $4,696+52.5% | $2,343+205.7% |
| Participant deferral / active EE | $7,327 | $5,051+45.1% | $6,247+17.3% | $3,332+119.9% |
| Admin fee / account holder | $20,103 | $5,421+270.9% | $9,244+117.5% | $4,645+332.7% |