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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 | $222,175 | $85,766+159.0% | $136,297+63.0% | $70,131+216.8% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 17.41% | 31.45%-14.0pp | 5156.16%-5138.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $7,197 | $2,966+142.7% | $4,696+53.3% | $2,342+207.2% |
| Participant deferral / active EE | $8,000 | $5,051+58.4% | $6,247+28.1% | $3,332+140.1% |
| Admin fee / account holder | $461 | $5,420-91.5% | $9,244-95.0% | $4,645-90.1% |