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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 | $199,675 | $85,766+132.8% | $136,297+46.5% | $70,131+184.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 19.29% | 31.45%-12.2pp | 5156.16%-5136.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,530 | $2,966+86.4% | $4,696+17.8% | $2,342+136.1% |
| Participant deferral / active EE | $9,855 | $5,051+95.1% | $6,247+57.8% | $3,332+195.8% |
| Admin fee / account holder | $6,227 | $5,420+14.9% | $9,244-32.6% | $4,645+34.0% |