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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 | $223,682 | $85,766+160.8% | $136,298+64.1% | $70,126+219.0% |
| Participation rate | 74.4% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 18.98% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $8,341 | $2,966+181.2% | $4,696+77.6% | $2,343+256.1% |
| Participant deferral / active EE | $8,202 | $5,051+62.4% | $6,247+31.3% | $3,332+146.2% |
| Admin fee / account holder | $1,015 | $5,421-81.3% | $9,244-89.0% | $4,645-78.1% |