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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 | $239,060 | $85,766+178.7% | $136,295+75.4% | $70,131+240.9% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 17.51% | 31.45%-13.9pp | 5155.97%-5138.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $10,257 | $2,966+245.8% | $4,695+118.4% | $2,342+337.9% |
| Participant deferral / active EE | $7,607 | $5,051+50.6% | $6,247+21.8% | $3,332+128.3% |
| Admin fee / account holder | $3,575 | $5,420-34.0% | $9,243-61.3% | $4,645-23.0% |