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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 | $233,561 | $85,766+172.3% | $136,298+71.4% | $70,126+233.1% |
| Participation rate | 91.1% | 74.2%+17.0pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 16.00% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $6,077 | $2,966+104.9% | $4,696+29.4% | $2,343+159.4% |
| Participant deferral / active EE | $7,442 | $5,051+47.3% | $6,247+19.1% | $3,332+123.4% |
| Admin fee / account holder | $11,303 | $5,421+108.5% | $9,244+22.3% | $4,645+143.3% |