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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 | $156,437 | $85,766+82.4% | $136,298+14.8% | $70,126+123.1% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 21.19% | 31.46%-10.3pp | 5156.27%-5135.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $6,849 | $2,966+130.9% | $4,696+45.9% | $2,343+192.4% |
| Participant deferral / active EE | $6,896 | $5,051+36.5% | $6,247+10.4% | $3,332+107.0% |
| Admin fee / account holder | $12,859 | $5,421+137.2% | $9,244+39.1% | $4,645+176.8% |