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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 | $222,546 | $85,766+159.5% | $136,298+63.3% | $70,126+217.4% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 15.57% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $4,519 | $2,966+52.4% | $4,696-3.8% | $2,343+92.9% |
| Participant deferral / active EE | $5,592 | $5,051+10.7% | $6,247-10.5% | $3,332+67.8% |
| Admin fee / account holder | $7,407 | $5,421+36.6% | $9,244-19.9% | $4,645+59.4% |