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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 | $218,353 | $95,406+128.9% | $185,849+17.5% | $85,847+154.4% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 15.75% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.9pp |
| Employer contribution / active EE | $6,311 | $3,314+90.4% | $5,169+22.1% | $2,565+146.0% |
| Participant deferral / active EE | $5,403 | $3,424+57.8% | $5,569-3.0% | $3,952+36.7% |
| Admin fee / account holder | $261,802 | $7,214+3529.0% | $16,244+1511.7% | $6,261+4081.7% |