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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 | $223,768 | $100,060+123.6% | $149,721+49.5% | $70,126+219.1% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 14.43% | 27.46%-13.0pp | 1501.67%-1487.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $10,353 | $3,661+182.8% | $5,444+90.2% | $2,343+342.0% |
| Participant deferral / active EE | $12,693 | $4,982+154.8% | $6,568+93.3% | $3,332+281.0% |
| Admin fee / account holder | $11,951 | $8,285+44.2% | $11,282+5.9% | $4,645+157.3% |