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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 | $192,858 | $85,766+124.9% | $136,298+41.5% | $70,126+175.0% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 19.92% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $5,923 | $2,966+99.7% | $4,696+26.1% | $2,343+152.9% |
| Participant deferral / active EE | $7,083 | $5,051+40.2% | $6,247+13.4% | $3,332+112.6% |
| Admin fee / account holder | $4,541 | $5,421-16.2% | $9,244-50.9% | $4,645-2.2% |