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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 | $233,288 | $95,415+144.5% | $185,851+25.5% | $85,851+171.7% |
| Participation rate | 79.4% | 68.8%+10.6pp | 81.7%-2.3pp | 69.3%+10.0pp |
| Annual return | 15.06% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.6pp |
| Employer contribution / active EE | $6,727 | $3,314+103.0% | $5,168+30.1% | $2,565+162.2% |
| Participant deferral / active EE | $5,725 | $3,424+67.2% | $5,569+2.8% | $3,952+44.8% |
| Admin fee / account holder | $6,480 | $7,215-10.2% | $16,245-60.1% | $6,261+3.5% |