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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 | $155,388 | $85,766+81.2% | $136,298+14.0% | $70,126+121.6% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 15.40% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,387 | $2,966+81.6% | $4,696+14.7% | $2,343+130.0% |
| Participant deferral / active EE | $7,783 | $5,051+54.1% | $6,247+24.6% | $3,332+133.6% |
| Admin fee / account holder | $9,805 | $5,421+80.9% | $9,244+6.1% | $4,645+111.1% |