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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 | $182,266 | $100,041+82.2% | $149,718+21.7% | $70,131+159.9% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.1%+7.4pp | 69.5%+24.9pp |
| Annual return | 16.11% | 27.43%-11.3pp | 1501.70%-1485.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $10,708 | $3,662+192.4% | $5,444+96.7% | $2,342+357.1% |
| Participant deferral / active EE | $12,476 | $4,983+150.4% | $6,568+89.9% | $3,332+274.5% |
| Admin fee / account holder | $10,137 | $8,286+22.3% | $11,283-10.2% | $4,645+118.2% |