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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 | $218,239 | $85,766+154.5% | $136,298+60.1% | $70,126+211.2% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 18.83% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $7,737 | $2,966+160.8% | $4,696+64.8% | $2,343+230.3% |
| Participant deferral / active EE | $10,434 | $5,051+106.6% | $6,247+67.0% | $3,332+213.2% |
| Admin fee / account holder | $3,436 | $5,421-36.6% | $9,244-62.8% | $4,645-26.0% |