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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 | $154,188 | $85,766+79.8% | $136,298+13.1% | $70,126+119.9% |
| Participation rate | 93.0% | 74.2%+18.8pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 20.45% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $6,015 | $2,966+102.8% | $4,696+28.1% | $2,343+156.8% |
| Participant deferral / active EE | $7,890 | $5,051+56.2% | $6,247+26.3% | $3,332+136.8% |
| Admin fee / account holder | $6,704 | $5,421+23.7% | $9,244-27.5% | $4,645+44.3% |