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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 | $241,426 | $51,631+367.6% | $129,397+86.6% | $80,925+198.3% |
| Participation rate | 90.0% | 56.9%+33.1pp | 69.6%+20.4pp | 67.7%+22.3pp |
| Annual return | 12.59% | 20.77%-8.2pp | 9453.98%-9441.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $4,833 | $1,583+205.3% | $4,154+16.3% | $2,756+75.3% |
| Participant deferral / active EE | $11,609 | $2,670+334.8% | $4,167+178.6% | $4,299+170.1% |
| Admin fee / account holder | $794 | $4,309-81.6% | $7,679-89.7% | $6,940-88.6% |