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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 | $218,489 | $85,171+156.5% | $172,753+26.5% | $72,976+199.4% |
| Participation rate | 88.5% | 70.1%+18.4pp | 82.6%+5.8pp | 69.5%+19.0pp |
| Annual return | 19.64% | 27.32%-7.7pp | 803.00%-783.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $6,206 | $3,324+86.7% | $5,144+20.6% | $2,440+154.3% |
| Participant deferral / active EE | $5,219 | $3,260+60.1% | $5,198+0.4% | $3,608+44.7% |
| Admin fee / account holder | $34,129 | $5,880+480.4% | $13,956+144.6% | $5,124+566.0% |