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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 | $244,394 | $78,707+210.5% | $117,861+107.4% | $70,126+248.5% |
| Participation rate | 98.6% | 73.2%+25.4pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 18.79% | 23.30%-4.5pp | 335.11%-316.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $5,719 | $2,223+157.2% | $3,786+51.0% | $2,343+144.1% |
| Participant deferral / active EE | $6,664 | $3,297+102.1% | $4,482+48.7% | $3,332+100.0% |
| Admin fee / account holder | $2,570 | $5,066-49.3% | $8,021-68.0% | $4,645-44.7% |