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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 | $218,403 | $85,766+154.6% | $136,298+60.2% | $70,126+211.4% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 18.40% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $7,776 | $2,966+162.2% | $4,696+65.6% | $2,343+231.9% |
| Participant deferral / active EE | $10,497 | $5,051+107.8% | $6,247+68.0% | $3,332+215.1% |
| Admin fee / account holder | $635 | $5,421-88.3% | $9,244-93.1% | $4,645-86.3% |