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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 | $198,430 | $85,766+131.4% | $136,298+45.6% | $70,126+183.0% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 15.99% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,929 | $2,966+99.9% | $4,696+26.3% | $2,343+153.1% |
| Participant deferral / active EE | $11,525 | $5,051+128.1% | $6,247+84.5% | $3,332+245.9% |
| Admin fee / account holder | $4,677 | $5,421-13.7% | $9,244-49.4% | $4,645+0.7% |