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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 | $151,276 | $65,434+131.2% | $98,483+53.6% | $85,847+76.2% |
| Participation rate | 91.2% | 65.0%+26.2pp | 73.3%+17.8pp | 69.3%+21.9pp |
| Annual return | 24.29% | 21.75%+2.5pp | 1494.38%-1470.1pp | 318.61%-294.3pp |
| Employer contribution / active EE | $11,439 | $2,169+427.4% | $2,961+286.4% | $2,565+345.9% |
| Participant deferral / active EE | $1,374 | $3,168-56.6% | $4,276-67.9% | $3,952-65.2% |
| Admin fee / account holder | $7,628 | $4,595+66.0% | $5,953+28.1% | $6,261+21.8% |