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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 | $206,661 | $93,345+121.4% | $119,126+73.5% | $87,485+136.2% |
| Participation rate | 89.4% | 68.7%+20.6pp | 75.8%+13.6pp | 68.9%+20.4pp |
| Annual return | 16.98% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $35,436 | $3,172+1017.3% | $4,034+778.5% | $2,596+1264.9% |
| Participant deferral / active EE | $5,368 | $4,099+31.0% | $5,318+0.9% | $4,274+25.6% |
| Admin fee / account holder | $5,442 | $8,039-32.3% | $10,693-49.1% | $7,775-30.0% |