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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 | $204,219 | $85,766+138.1% | $136,298+49.8% | $70,126+191.2% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 17.24% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $7,084 | $2,966+138.8% | $4,696+50.9% | $2,343+202.4% |
| Participant deferral / active EE | $5,020 | $5,051-0.6% | $6,247-19.6% | $3,332+50.7% |
| Admin fee / account holder | $1,445 | $5,421-73.3% | $9,244-84.4% | $4,645-68.9% |