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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 | $237,643 | $85,766+177.1% | $136,297+74.4% | $70,131+238.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 19.00% | 31.45%-12.5pp | 5156.16%-5137.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $6,157 | $2,966+107.6% | $4,696+31.1% | $2,342+162.8% |
| Participant deferral / active EE | $6,877 | $5,051+36.2% | $6,247+10.1% | $3,332+106.4% |
| Admin fee / account holder | $5,556 | $5,420+2.5% | $9,244-39.9% | $4,645+19.6% |