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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 | $176,128 | $85,766+105.4% | $136,298+29.2% | $70,126+151.2% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 17.23% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $9,285 | $2,966+213.0% | $4,696+97.7% | $2,343+296.4% |
| Participant deferral / active EE | $7,831 | $5,051+55.0% | $6,247+25.3% | $3,332+135.0% |
| Admin fee / account holder | $27,859 | $5,421+413.9% | $9,244+201.4% | $4,645+499.7% |