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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 | $201,301 | $85,766+134.7% | $136,298+47.7% | $70,126+187.1% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 15.73% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,956 | $2,966-34.1% | $4,696-58.4% | $2,343-16.5% |
| Participant deferral / active EE | $7,420 | $5,051+46.9% | $6,247+18.8% | $3,332+122.7% |
| Admin fee / account holder | $10,046 | $5,421+85.3% | $9,244+8.7% | $4,645+116.3% |