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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 | $215,299 | $85,766+151.0% | $136,298+58.0% | $70,126+207.0% |
| Participation rate | 94.0% | 74.2%+19.8pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 15.35% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,221 | $2,966+76.0% | $4,696+11.2% | $2,343+122.9% |
| Participant deferral / active EE | $9,941 | $5,051+96.8% | $6,247+59.1% | $3,332+198.4% |
| Admin fee / account holder | $10,928 | $5,421+101.6% | $9,244+18.2% | $4,645+135.2% |