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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 | $232,015 | $85,766+170.5% | $136,298+70.2% | $70,126+230.9% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.3pp | 69.5%+19.6pp |
| Annual return | 17.94% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $4,118 | $2,966+38.8% | $4,696-12.3% | $2,343+75.8% |
| Participant deferral / active EE | $9,231 | $5,051+82.7% | $6,247+47.8% | $3,332+177.1% |
| Admin fee / account holder | $13,414 | $5,421+147.5% | $9,244+45.1% | $4,645+188.8% |