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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 | $197,832 | $85,766+130.7% | $136,298+45.1% | $70,126+182.1% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 20.63% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $9,538 | $2,966+221.6% | $4,696+103.1% | $2,343+307.2% |
| Participant deferral / active EE | $5,543 | $5,051+9.7% | $6,247-11.3% | $3,332+66.4% |
| Admin fee / account holder | $4,840 | $5,421-10.7% | $9,244-47.6% | $4,645+4.2% |