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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 | $233,992 | $85,766+172.8% | $136,298+71.7% | $70,126+233.7% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 18.77% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $15,293 | $2,966+415.6% | $4,696+225.7% | $2,343+552.9% |
| Participant deferral / active EE | $6,346 | $5,051+25.6% | $6,247+1.6% | $3,332+90.5% |
| Admin fee / account holder | $15,353 | $5,421+183.2% | $9,244+66.1% | $4,645+230.5% |