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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 | $245,709 | $98,760+148.8% | $149,715+64.1% | $79,858+207.7% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 13.80% | 27.43%-13.6pp | 276.66%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $4,725 | $3,217+46.9% | $4,645+1.7% | $2,471+91.2% |
| Participant deferral / active EE | $9,052 | $5,681+59.3% | $6,842+32.3% | $3,740+142.0% |
| Admin fee / account holder | $38,227 | $6,053+531.5% | $9,310+310.6% | $5,306+620.5% |