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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 | $173,970 | $85,766+102.8% | $136,297+27.6% | $70,124+148.1% |
| Participation rate | 98.5% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.43% | 31.45%-16.0pp | 5156.19%-5140.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $6,892 | $2,966+132.4% | $4,696+46.8% | $2,342+194.2% |
| Participant deferral / active EE | $6,389 | $5,051+26.5% | $6,247+2.3% | $3,332+91.8% |
| Admin fee / account holder | $4,743 | $5,420-12.5% | $9,244-48.7% | $4,645+2.1% |