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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 | $249,977 | $100,041+149.9% | $149,718+67.0% | $70,131+256.4% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 15.42% | 27.43%-12.0pp | 1501.70%-1486.3pp | 73.14%-57.7pp |
| Employer contribution / active EE | $5,527 | $3,662+50.9% | $5,444+1.5% | $2,342+135.9% |
| Participant deferral / active EE | $8,766 | $4,983+75.9% | $6,568+33.5% | $3,332+163.1% |
| Admin fee / account holder | $9,992 | $8,286+20.6% | $11,283-11.4% | $4,645+115.1% |