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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 | $221,936 | $57,305+287.3% | $86,640+156.2% | $75,173+195.2% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 16.50% | 2674.24%-2657.7pp | 592.52%-576.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $4,246 | $2,316+83.3% | $3,024+40.4% | $2,671+59.0% |
| Participant deferral / active EE | $8,075 | $3,320+143.3% | $4,438+81.9% | $4,126+95.7% |
| Admin fee / account holder | $5,436 | $4,116+32.1% | $5,616-3.2% | $5,651-3.8% |