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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 | $188,181 | $85,766+119.4% | $136,298+38.1% | $70,126+168.3% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 17.32% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $7,229 | $2,966+143.7% | $4,696+53.9% | $2,343+208.6% |
| Participant deferral / active EE | $5,567 | $5,051+10.2% | $6,247-10.9% | $3,332+67.1% |
| Admin fee / account holder | $5,563 | $5,421+2.6% | $9,244-39.8% | $4,645+19.8% |