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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 | $207,601 | $100,060+107.5% | $149,721+38.7% | $70,126+196.0% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.3pp | 69.5%+27.8pp |
| Annual return | 17.66% | 27.46%-9.8pp | 1501.67%-1484.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $4,771 | $3,661+30.3% | $5,444-12.4% | $2,343+103.7% |
| Participant deferral / active EE | $9,215 | $4,982+85.0% | $6,568+40.3% | $3,332+176.6% |
| Admin fee / account holder | $23,895 | $8,285+188.4% | $11,282+111.8% | $4,645+414.4% |