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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 | $221,855 | $85,766+158.7% | $136,298+62.8% | $70,126+216.4% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 23.19% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $5,720 | $2,966+92.8% | $4,696+21.8% | $2,343+144.2% |
| Participant deferral / active EE | $11,137 | $5,051+120.5% | $6,247+78.3% | $3,332+234.3% |
| Admin fee / account holder | $2,278 | $5,421-58.0% | $9,244-75.4% | $4,645-51.0% |