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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 | $150,112 | $88,203+70.2% | $165,100-9.1% | $74,478+101.6% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 15.21% | 17.13%-1.9pp | 70.21%-55.0pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $7,849 | $2,601+201.8% | $4,348+80.5% | $2,626+198.9% |
| Participant deferral / active EE | $8,138 | $4,505+80.6% | $6,035+34.8% | $4,350+87.1% |
| Admin fee / account holder | $10,650 | $2,235+376.5% | $12,696-16.1% | $1,946+447.3% |