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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 | $188,124 | $85,766+119.3% | $136,298+38.0% | $70,126+168.3% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 21.87% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $6,613 | $2,966+123.0% | $4,696+40.8% | $2,343+182.3% |
| Participant deferral / active EE | $4,589 | $5,051-9.2% | $6,247-26.5% | $3,332+37.7% |
| Admin fee / account holder | $1,859 | $5,421-65.7% | $9,244-79.9% | $4,645-60.0% |