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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 | $225,642 | $100,060+125.5% | $149,721+50.7% | $70,126+221.8% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 22.68% | 27.46%-4.8pp | 1501.67%-1479.0pp | 73.15%-50.5pp |
| Employer contribution / active EE | $6,587 | $3,661+79.9% | $5,444+21.0% | $2,343+181.2% |
| Participant deferral / active EE | $7,057 | $4,982+41.6% | $6,568+7.4% | $3,332+111.8% |
| Admin fee / account holder | $3,970 | $8,285-52.1% | $11,282-64.8% | $4,645-14.5% |