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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 | $224,863 | $100,060+124.7% | $149,721+50.2% | $70,126+220.7% |
| Participation rate | 97.4% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 21.00% | 27.46%-6.5pp | 1501.67%-1480.7pp | 73.15%-52.1pp |
| Employer contribution / active EE | $23,995 | $3,661+555.4% | $5,444+340.7% | $2,343+924.3% |
| Participant deferral / active EE | $16,345 | $4,982+228.1% | $6,568+148.9% | $3,332+390.6% |
| Admin fee / account holder | $3,927 | $8,285-52.6% | $11,282-65.2% | $4,645-15.5% |