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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 | $163,750 | $100,911+62.3% | $90,440+81.1% | $158,966+3.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.5pp | 82.0%+13.3pp |
| Annual return | 13.31% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $4,613 | $3,690+25.0% | $3,263+41.4% | $4,762-3.1% |
| Participant deferral / active EE | $14,316 | $4,348+229.2% | $3,964+261.2% | $5,983+139.3% |
| Admin fee / account holder | $8,525 | $6,507+31.0% | $5,615+51.8% | $11,250-24.2% |