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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 | $215,949 | $85,766+151.8% | $136,297+58.4% | $70,124+208.0% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 16.07% | 31.45%-15.4pp | 5156.19%-5140.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,266 | $2,966+10.1% | $4,696-30.4% | $2,342+39.4% |
| Participant deferral / active EE | $6,294 | $5,051+24.6% | $6,247+0.7% | $3,332+88.9% |
| Admin fee / account holder | $1,569 | $5,420-71.1% | $9,244-83.0% | $4,645-66.2% |