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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 | $194,808 | $85,766+127.1% | $136,298+42.9% | $70,126+177.8% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 19.69% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $6,854 | $2,966+131.1% | $4,696+46.0% | $2,343+192.6% |
| Participant deferral / active EE | $7,754 | $5,051+53.5% | $6,247+24.1% | $3,332+132.7% |
| Admin fee / account holder | $1,978 | $5,421-63.5% | $9,244-78.6% | $4,645-57.4% |