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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 | $130,946 | $100,060+30.9% | $149,721-12.5% | $70,126+86.7% |
| Participation rate | 91.8% | 83.6%+8.3pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 33.69% | 27.46%+6.2pp | 1501.67%-1468.0pp | 73.15%-39.5pp |
| Employer contribution / active EE | $7,983 | $3,661+118.0% | $5,444+46.6% | $2,343+240.8% |
| Participant deferral / active EE | $14,775 | $4,982+196.6% | $6,568+124.9% | $3,332+343.4% |
| Admin fee / account holder | $7,008 | $8,285-15.4% | $11,282-37.9% | $4,645+50.9% |