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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 | $224,979 | $98,776+127.8% | $149,745+50.2% | $79,856+181.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.2pp |
| Annual return | 21.28% | 27.38%-6.1pp | 276.72%-255.4pp | 31.71%-10.4pp |
| Employer contribution / active EE | $5,601 | $3,217+74.1% | $4,646+20.6% | $2,471+126.7% |
| Participant deferral / active EE | $12,805 | $5,681+125.4% | $6,843+87.1% | $3,741+242.3% |
| Admin fee / account holder | $1,272 | $6,053-79.0% | $9,312-86.3% | $5,306-76.0% |