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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 | $179,954 | $85,766+109.8% | $136,297+32.0% | $70,124+156.6% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 15.64% | 31.45%-15.8pp | 5156.19%-5140.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $6,541 | $2,966+120.5% | $4,696+39.3% | $2,342+179.2% |
| Participant deferral / active EE | $7,314 | $5,051+44.8% | $6,247+17.1% | $3,332+119.5% |
| Admin fee / account holder | $19,940 | $5,420+267.9% | $9,244+115.7% | $4,645+329.2% |