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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 | $152,578 | $85,171+79.1% | $172,753-11.7% | $72,976+109.1% |
| Participation rate | 84.6% | 70.1%+14.6pp | 82.6%+2.0pp | 69.5%+15.1pp |
| Annual return | 23.73% | 27.32%-3.6pp | 803.00%-779.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $7,635 | $3,324+129.7% | $5,144+48.4% | $2,440+212.9% |
| Participant deferral / active EE | $5,016 | $3,260+53.9% | $5,198-3.5% | $3,608+39.0% |
| Admin fee / account holder | $11,291 | $5,880+92.0% | $13,956-19.1% | $5,124+120.3% |