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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 | $244,001 | $85,171+186.5% | $172,753+41.2% | $72,976+234.4% |
| Participation rate | 92.4% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+22.9pp |
| Annual return | 22.66% | 27.32%-4.7pp | 803.00%-780.3pp | 81.02%-58.4pp |
| Employer contribution / active EE | $7,848 | $3,324+136.1% | $5,144+52.6% | $2,440+221.6% |
| Participant deferral / active EE | $8,876 | $3,260+172.3% | $5,198+70.8% | $3,608+146.0% |
| Admin fee / account holder | $15,491 | $5,880+163.4% | $13,956+11.0% | $5,124+202.3% |