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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 | $227,845 | $85,766+165.7% | $136,298+67.2% | $70,126+224.9% |
| Participation rate | 89.1% | 74.2%+15.0pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 20.50% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.6pp |
| Employer contribution / active EE | $3,556 | $2,966+19.9% | $4,696-24.3% | $2,343+51.8% |
| Participant deferral / active EE | $11,947 | $5,051+136.5% | $6,247+91.2% | $3,332+258.6% |
| Admin fee / account holder | $3,150 | $5,421-41.9% | $9,244-65.9% | $4,645-32.2% |