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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 | $181,897 | $100,033+81.8% | $149,716+21.5% | $70,124+159.4% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.1%+10.8pp | 69.5%+28.4pp |
| Annual return | 18.17% | 27.43%-9.3pp | 1501.67%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $10,513 | $3,661+187.2% | $5,444+93.1% | $2,342+348.8% |
| Participant deferral / active EE | $11,311 | $4,982+127.0% | $6,568+72.2% | $3,332+239.5% |
| Admin fee / account holder | $3,190 | $8,285-61.5% | $11,282-71.7% | $4,645-31.3% |