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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 | $248,899 | $85,171+192.2% | $172,753+44.1% | $72,976+241.1% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 16.06% | 27.32%-11.3pp | 803.00%-786.9pp | 81.02%-65.0pp |
| Employer contribution / active EE | $29,715 | $3,324+793.9% | $5,144+477.7% | $2,440+1117.8% |
| Participant deferral / active EE | $19,210 | $3,260+489.3% | $5,198+269.6% | $3,608+432.5% |
| Admin fee / account holder | $10,373 | $5,880+76.4% | $13,956-25.7% | $5,124+102.4% |