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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 | $148,541 | $85,766+73.2% | $136,298+9.0% | $70,126+111.8% |
| Participation rate | 93.0% | 74.2%+18.8pp | 81.9%+11.1pp | 69.5%+23.4pp |
| Annual return | 23.73% | 31.46%-7.7pp | 5156.27%-5132.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $6,508 | $2,966+119.4% | $4,696+38.6% | $2,343+177.8% |
| Participant deferral / active EE | $12,500 | $5,051+147.5% | $6,247+100.1% | $3,332+275.2% |
| Admin fee / account holder | $3,779 | $5,421-30.3% | $9,244-59.1% | $4,645-18.7% |