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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 | $147,066 | $85,171+72.7% | $172,753-14.9% | $72,976+101.5% |
| Participation rate | 90.7% | 70.1%+20.7pp | 82.6%+8.1pp | 69.5%+21.3pp |
| Annual return | 20.70% | 27.32%-6.6pp | 803.00%-782.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $4,857 | $3,324+46.1% | $5,144-5.6% | $2,440+99.1% |
| Participant deferral / active EE | $6,299 | $3,260+93.2% | $5,198+21.2% | $3,608+74.6% |
| Admin fee / account holder | $18,624 | $5,880+216.7% | $13,956+33.5% | $5,124+263.5% |