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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 | $242,780 | $100,041+142.7% | $149,718+62.2% | $70,131+246.2% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 23.39% | 27.43%-4.0pp | 1501.70%-1478.3pp | 73.14%-49.8pp |
| Employer contribution / active EE | $8,554 | $3,662+133.6% | $5,444+57.1% | $2,342+265.2% |
| Participant deferral / active EE | $8,514 | $4,983+70.9% | $6,568+29.6% | $3,332+155.5% |
| Admin fee / account holder | $6,028 | $8,286-27.3% | $11,283-46.6% | $4,645+29.8% |