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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 | $176,023 | $100,060+75.9% | $149,721+17.6% | $70,126+151.0% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 19.25% | 27.46%-8.2pp | 1501.67%-1482.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $14,545 | $3,661+297.3% | $5,444+167.2% | $2,343+520.9% |
| Participant deferral / active EE | $12,924 | $4,982+159.4% | $6,568+96.8% | $3,332+287.9% |
| Admin fee / account holder | $1,255 | $8,285-84.9% | $11,282-88.9% | $4,645-73.0% |