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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 | $177,382 | $85,766+106.8% | $136,298+30.1% | $70,126+152.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 17.18% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $6,502 | $2,966+119.2% | $4,696+38.5% | $2,343+177.6% |
| Participant deferral / active EE | $6,507 | $5,051+28.8% | $6,247+4.2% | $3,332+95.3% |
| Admin fee / account holder | $47,099 | $5,421+768.9% | $9,244+409.5% | $4,645+913.9% |