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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 | $219,772 | $85,766+156.2% | $136,298+61.2% | $70,126+213.4% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 20.61% | 31.46%-10.8pp | 5156.27%-5135.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $5,625 | $2,966+89.6% | $4,696+19.8% | $2,343+140.1% |
| Participant deferral / active EE | $8,392 | $5,051+66.1% | $6,247+34.3% | $3,332+151.9% |
| Admin fee / account holder | $39,563 | $5,421+629.9% | $9,244+328.0% | $4,645+751.7% |