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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 | $88,186+70.2% | $165,071-9.1% | $74,459+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 | 70.17%-55.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $7,849 | $2,600+201.9% | $4,347+80.5% | $2,626+198.9% |
| Participant deferral / active EE | $8,138 | $4,505+80.7% | $6,035+34.8% | $4,350+87.1% |
| Admin fee / account holder | $10,650 | $2,234+376.7% | $12,695-16.1% | $1,945+447.6% |