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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 | $233,174 | $56,134+315.4% | $96,171+142.5% | $85,847+171.6% |
| Participation rate | 80.3% | 56.7%+23.6pp | 68.4%+11.9pp | 69.3%+11.0pp |
| Annual return | 13.55% | 42.30%-28.8pp | 192.04%-178.5pp | 318.61%-305.1pp |
| Employer contribution / active EE | $2,754 | $1,620+70.0% | $2,799-1.6% | $2,565+7.4% |
| Participant deferral / active EE | $8,994 | $2,858+214.7% | $4,350+106.7% | $3,952+127.6% |
| Admin fee / account holder | $10,929 | $3,769+190.0% | $5,538+97.3% | $6,261+74.6% |