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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 | $197,491 | $48,277+309.1% | $67,511+192.5% | $80,874+144.2% |
| Participation rate | 84.9% | 66.4%+18.6pp | 72.9%+12.1pp | 67.6%+17.3pp |
| Annual return | 15.35% | 18.27%-2.9pp | 3517.41%-3502.1pp | 35.62%-20.3pp |
| Employer contribution / active EE | $3,849 | $2,021+90.4% | $2,733+40.8% | $2,756+39.7% |
| Participant deferral / active EE | $6,036 | $2,926+106.3% | $4,000+50.9% | $4,297+40.5% |
| Admin fee / account holder | $8,025 | $3,687+117.7% | $3,999+100.7% | $6,935+15.7% |