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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 | $151,717 | $85,766+76.9% | $136,298+11.3% | $70,126+116.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 18.37% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $6,854 | $2,966+131.1% | $4,696+46.0% | $2,343+192.6% |
| Participant deferral / active EE | $12,102 | $5,051+139.6% | $6,247+93.7% | $3,332+263.2% |
| Admin fee / account holder | $16,626 | $5,421+206.7% | $9,244+79.9% | $4,645+257.9% |