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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 | $129,563 | $100,060+29.5% | $149,721-13.5% | $70,126+84.8% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.1%+6.1pp | 69.5%+23.6pp |
| Annual return | 20.99% | 27.46%-6.5pp | 1501.67%-1480.7pp | 73.15%-52.2pp |
| Employer contribution / active EE | $6,469 | $3,661+76.7% | $5,444+18.8% | $2,343+176.1% |
| Participant deferral / active EE | $12,638 | $4,982+153.7% | $6,568+92.4% | $3,332+279.3% |
| Admin fee / account holder | $10,613 | $8,285+28.1% | $11,282-5.9% | $4,645+128.5% |