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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 | $154,199 | $89,367+72.5% | $141,191+9.2% | $72,975+111.3% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 21.20% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $11,810 | $3,115+279.1% | $4,736+149.4% | $2,440+384.0% |
| Participant deferral / active EE | $8,583 | $5,419+58.4% | $6,710+27.9% | $3,608+137.9% |
| Admin fee / account holder | $14,634 | $5,957+145.7% | $10,264+42.6% | $5,124+185.6% |