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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 | $221,726 | $85,766+158.5% | $136,298+62.7% | $70,126+216.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 15.15% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,445 | $2,966+83.6% | $4,696+16.0% | $2,343+132.4% |
| Participant deferral / active EE | $12,916 | $5,051+155.7% | $6,247+106.8% | $3,332+287.7% |
| Admin fee / account holder | $6,182 | $5,421+14.0% | $9,244-33.1% | $4,645+33.1% |