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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 | $184,197 | $100,060+84.1% | $149,721+23.0% | $70,126+162.7% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 20.55% | 27.46%-6.9pp | 1501.67%-1481.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $8,053 | $3,661+120.0% | $5,444+47.9% | $2,343+243.8% |
| Participant deferral / active EE | $10,431 | $4,982+109.4% | $6,568+58.8% | $3,332+213.1% |
| Admin fee / account holder | $3,426 | $8,285-58.7% | $11,282-69.6% | $4,646-26.3% |