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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 | $158,619 | $85,766+84.9% | $136,298+16.4% | $70,126+126.2% |
| Participation rate | 92.4% | 74.2%+18.2pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 25.22% | 31.46%-6.2pp | 5156.27%-5131.0pp | 73.15%-47.9pp |
| Employer contribution / active EE | $6,349 | $2,966+114.1% | $4,696+35.2% | $2,343+171.0% |
| Participant deferral / active EE | $7,498 | $5,051+48.4% | $6,247+20.0% | $3,332+125.0% |
| Admin fee / account holder | $33,531 | $5,421+518.6% | $9,244+262.7% | $4,645+621.8% |