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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 | $211,878 | $85,766+147.0% | $136,298+55.5% | $70,126+202.1% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 15.97% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $7,755 | $2,966+161.5% | $4,696+65.1% | $2,343+231.0% |
| Participant deferral / active EE | $5,803 | $5,051+14.9% | $6,247-7.1% | $3,332+74.2% |
| Admin fee / account holder | $23,628 | $5,421+335.9% | $9,244+155.6% | $4,645+408.6% |