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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 | $238,422 | $162,821+46.4% | $133,978+78.0% | $158,982+50.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 7.63% | 41.95%-34.3pp | 45.10%-37.5pp | 302.99%-295.4pp |
| Employer contribution / active EE | $14,939 | $4,976+200.2% | $3,919+281.2% | $4,763+213.7% |
| Participant deferral / active EE | $10,952 | $5,910+85.3% | $5,047+117.0% | $5,983+83.0% |
| Admin fee / account holder | $25,201 | $11,742+114.6% | $8,930+182.2% | $11,252+124.0% |