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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 | $143,400 | $100,060+43.3% | $149,721-4.2% | $70,126+104.5% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 14.00% | 27.46%-13.5pp | 1501.67%-1487.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $5,338 | $3,661+45.8% | $5,444-2.0% | $2,343+127.9% |
| Participant deferral / active EE | $11,700 | $4,982+134.9% | $6,568+78.1% | $3,332+251.2% |
| Admin fee / account holder | $11,451 | $8,285+38.2% | $11,282+1.5% | $4,645+146.5% |