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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 | $197,111 | $85,766+129.8% | $136,298+44.6% | $70,126+181.1% |
| Participation rate | 84.9% | 74.2%+10.8pp | 81.9%+3.0pp | 69.5%+15.4pp |
| Annual return | 21.13% | 31.46%-10.3pp | 5156.27%-5135.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $3,668 | $2,966+23.7% | $4,696-21.9% | $2,343+56.6% |
| Participant deferral / active EE | $9,714 | $5,051+92.3% | $6,247+55.5% | $3,332+191.6% |
| Admin fee / account holder | $6,262 | $5,421+15.5% | $9,244-32.3% | $4,645+34.8% |