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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 | $199,703 | $85,766+132.8% | $136,298+46.5% | $70,126+184.8% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 15.46% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $9,624 | $2,966+224.5% | $4,696+105.0% | $2,343+310.8% |
| Participant deferral / active EE | $3,264 | $5,051-35.4% | $6,247-47.7% | $3,332-2.0% |
| Admin fee / account holder | $41,811 | $5,421+671.3% | $9,244+352.3% | $4,645+800.0% |