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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 | $189,015 | $85,766+120.4% | $136,298+38.7% | $70,126+169.5% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 22.29% | 31.46%-9.2pp | 5156.27%-5134.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $6,151 | $2,966+107.4% | $4,696+31.0% | $2,343+162.6% |
| Participant deferral / active EE | $11,409 | $5,051+125.9% | $6,247+82.6% | $3,332+242.4% |
| Admin fee / account holder | $3,713 | $5,421-31.5% | $9,244-59.8% | $4,645-20.1% |