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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 | $217,804 | $85,766+154.0% | $136,298+59.8% | $70,126+210.6% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 16.35% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $14,518 | $2,966+389.5% | $4,696+209.2% | $2,343+519.8% |
| Participant deferral / active EE | $2,859 | $5,051-43.4% | $6,247-54.2% | $3,332-14.2% |
| Admin fee / account holder | $1,689 | $5,421-68.8% | $9,244-81.7% | $4,645-63.6% |