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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 | $218,978 | $95,406+129.5% | $185,849+17.8% | $85,847+155.1% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.0pp |
| Annual return | 14.22% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $6,875 | $3,314+107.5% | $5,169+33.0% | $2,565+168.0% |
| Participant deferral / active EE | $7,038 | $3,424+105.6% | $5,569+26.4% | $3,952+78.1% |
| Admin fee / account holder | $14,978 | $7,214+107.6% | $16,244-7.8% | $6,261+139.2% |