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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 | $228,881 | $77,164+196.6% | $178,014+28.6% | $80,874+183.0% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.6%+18.4pp |
| Annual return | 11.29% | 18.09%-6.8pp | 294.80%-283.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $5,236 | $2,288+128.9% | $3,950+32.5% | $2,756+90.0% |
| Participant deferral / active EE | $10,383 | $4,408+135.5% | $6,276+65.4% | $4,297+141.6% |
| Admin fee / account holder | $29,564 | $7,164+312.7% | $10,362+185.3% | $6,935+326.3% |