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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 | $228,082 | $85,766+165.9% | $136,297+67.3% | $70,124+225.3% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 16.84% | 31.45%-14.6pp | 5156.19%-5139.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $6,357 | $2,966+114.3% | $4,696+35.4% | $2,342+171.4% |
| Participant deferral / active EE | $8,622 | $5,051+70.7% | $6,247+38.0% | $3,332+158.8% |
| Admin fee / account holder | $391 | $5,420-92.8% | $9,244-95.8% | $4,645-91.6% |