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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 | $199,883 | $99,957+100.0% | $149,745+33.5% | $73,497+172.0% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 25.79% | 53.87%-28.1pp | 276.72%-250.9pp | 28.51%-2.7pp |
| Employer contribution / active EE | $6,142 | $3,191+92.5% | $4,646+32.2% | $2,270+170.6% |
| Participant deferral / active EE | $8,002 | $6,073+31.8% | $6,843+16.9% | $3,740+114.0% |
| Admin fee / account holder | $1,085 | $551+97.1% | $9,312-88.3% | $513+111.5% |