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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 | $150,303 | $85,766+75.2% | $136,298+10.3% | $70,126+114.3% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 14.97% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $8,475 | $2,966+185.7% | $4,696+80.5% | $2,343+261.8% |
| Participant deferral / active EE | $9,015 | $5,051+78.5% | $6,247+44.3% | $3,332+170.6% |
| Admin fee / account holder | $13,404 | $5,421+147.3% | $9,244+45.0% | $4,645+188.5% |