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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 | $130,317 | $47,479+174.5% | $62,929+107.1% | $82,448+58.1% |
| Participation rate | 85.5% | 66.9%+18.7pp | 73.1%+12.4pp | 68.1%+17.5pp |
| Annual return | 19.83% | 20.34%-0.5pp | 1063.93%-1044.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $7,970 | $1,885+322.7% | $2,505+218.2% | $2,551+212.4% |
| Participant deferral / active EE | $10,338 | $2,870+260.2% | $3,888+165.9% | $4,139+149.8% |
| Admin fee / account holder | $16,539 | $3,804+334.8% | $5,065+226.6% | $7,234+128.6% |