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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 | $204,622 | $95,406+114.5% | $185,849+10.1% | $85,847+138.4% |
| Participation rate | 98.2% | 68.8%+29.5pp | 81.7%+16.5pp | 69.3%+28.9pp |
| Annual return | 15.55% | 23.59%-8.0pp | 122.10%-106.5pp | 318.61%-303.1pp |
| Employer contribution / active EE | $7,978 | $3,314+140.8% | $5,169+54.4% | $2,565+211.0% |
| Participant deferral / active EE | $6,037 | $3,424+76.3% | $5,569+8.4% | $3,952+52.8% |
| Admin fee / account holder | $2,473 | $7,214-65.7% | $16,244-84.8% | $6,261-60.5% |