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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 | $123,220 | $100,041+23.2% | $149,718-17.7% | $70,131+75.7% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 19.33% | 27.43%-8.1pp | 1501.70%-1482.4pp | 73.14%-53.8pp |
| Employer contribution / active EE | $6,270 | $3,662+71.2% | $5,444+15.2% | $2,342+167.7% |
| Participant deferral / active EE | $14,081 | $4,983+182.6% | $6,568+114.4% | $3,332+322.6% |
| Admin fee / account holder | $3,348 | $8,286-59.6% | $11,283-70.3% | $4,645-27.9% |