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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 | $243,506 | $85,766+183.9% | $136,298+78.7% | $70,126+247.2% |
| Participation rate | 82.7% | 74.2%+8.5pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 15.79% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,851 | $2,966-37.6% | $4,696-60.6% | $2,343-21.0% |
| Participant deferral / active EE | $7,517 | $5,051+48.8% | $6,247+20.3% | $3,332+125.6% |
| Admin fee / account holder | $16,226 | $5,421+199.3% | $9,244+75.5% | $4,645+249.3% |