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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 | $165,343 | $100,060+65.2% | $149,721+10.4% | $70,126+135.8% |
| Participation rate | 93.9% | 83.6%+10.4pp | 87.1%+6.9pp | 69.5%+24.4pp |
| Annual return | 22.21% | 27.46%-5.3pp | 1501.67%-1479.5pp | 73.15%-50.9pp |
| Employer contribution / active EE | $10,239 | $3,661+179.7% | $5,444+88.1% | $2,343+337.1% |
| Participant deferral / active EE | $14,631 | $4,982+193.7% | $6,568+122.8% | $3,332+339.1% |
| Admin fee / account holder | $10,663 | $8,285+28.7% | $11,282-5.5% | $4,645+129.5% |