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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 | $146,538 | $85,766+70.9% | $136,298+7.5% | $70,126+109.0% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 20.91% | 31.46%-10.5pp | 5156.27%-5135.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $18,258 | $2,966+515.6% | $4,696+288.8% | $2,343+679.4% |
| Participant deferral / active EE | $11,256 | $5,051+122.8% | $6,247+80.2% | $3,332+237.8% |
| Admin fee / account holder | $1,839 | $5,421-66.1% | $9,244-80.1% | $4,645-60.4% |