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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 | $207,144 | $85,766+141.5% | $136,298+52.0% | $70,126+195.4% |
| Participation rate | 81.0% | 74.2%+6.9pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 16.04% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $4,338 | $2,966+46.2% | $4,696-7.6% | $2,343+85.2% |
| Participant deferral / active EE | $6,638 | $5,051+31.4% | $6,247+6.3% | $3,332+99.2% |
| Admin fee / account holder | $1,588 | $5,421-70.7% | $9,244-82.8% | $4,645-65.8% |