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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 | $217,683 | $85,766+153.8% | $136,298+59.7% | $70,126+210.4% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 26.04% | 31.46%-5.4pp | 5156.27%-5130.2pp | 73.15%-47.1pp |
| Employer contribution / active EE | $1,715 | $2,966-42.2% | $4,696-63.5% | $2,343-26.8% |
| Participant deferral / active EE | $8,102 | $5,051+60.4% | $6,247+29.7% | $3,332+143.2% |
| Admin fee / account holder | $1,665 | $5,421-69.3% | $9,244-82.0% | $4,645-64.2% |