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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 | $241,380 | $85,766+181.4% | $136,298+77.1% | $70,126+244.2% |
| Participation rate | 92.4% | 74.2%+18.2pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 14.77% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $5,449 | $2,966+83.7% | $4,696+16.0% | $2,343+132.6% |
| Participant deferral / active EE | $6,678 | $5,051+32.2% | $6,247+6.9% | $3,332+100.4% |
| Admin fee / account holder | $5,513 | $5,421+1.7% | $9,244-40.4% | $4,645+18.7% |