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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 | $232,952 | $85,766+171.6% | $136,298+70.9% | $70,126+232.2% |
| Participation rate | 91.1% | 74.2%+17.0pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 19.11% | 31.46%-12.3pp | 5156.27%-5137.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $12,218 | $2,966+311.9% | $4,696+160.2% | $2,343+421.6% |
| Participant deferral / active EE | $8,768 | $5,051+73.6% | $6,247+40.4% | $3,332+163.2% |
| Admin fee / account holder | $14,176 | $5,421+161.5% | $9,244+53.4% | $4,645+205.2% |