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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 | $187,043 | $100,060+86.9% | $149,721+24.9% | $70,126+166.7% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 22.36% | 27.46%-5.1pp | 1501.67%-1479.3pp | 73.15%-50.8pp |
| Employer contribution / active EE | $23,796 | $3,661+550.0% | $5,444+337.1% | $2,343+915.8% |
| Participant deferral / active EE | $15,201 | $4,982+205.1% | $6,568+131.4% | $3,332+356.2% |
| Admin fee / account holder | $9,530 | $8,285+15.0% | $11,282-15.5% | $4,645+105.1% |