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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 | $182,081 | $85,766+112.3% | $136,298+33.6% | $70,126+159.6% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 18.22% | 31.46%-13.2pp | 5156.27%-5138.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $6,297 | $2,966+112.3% | $4,696+34.1% | $2,343+168.8% |
| Participant deferral / active EE | $8,980 | $5,051+77.8% | $6,247+43.7% | $3,332+169.5% |
| Admin fee / account holder | $6,566 | $5,421+21.1% | $9,244-29.0% | $4,645+41.3% |