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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 | $211,734 | $80,753+162.2% | $136,298+55.3% | $62,293+239.9% |
| Participation rate | 87.0% | 73.5%+13.5pp | 81.9%+5.1pp | 69.5%+17.5pp |
| Annual return | 17.94% | 35.83%-17.9pp | 5156.27%-5138.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,697 | $2,884+28.2% | $4,696-21.3% | $2,042+81.0% |
| Participant deferral / active EE | $5,715 | $5,164+10.7% | $6,247-8.5% | $3,169+80.3% |
| Admin fee / account holder | $2,336 | $525+344.5% | $9,244-74.7% | $479+387.3% |