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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 | $235,870 | $121,341+94.4% | $189,537+24.4% | $79,391+197.1% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.8%+3.9pp | 70.7%+21.0pp |
| Annual return | 16.92% | 21.08%-4.2pp | 555.34%-538.4pp | 116.88%-100.0pp |
| Employer contribution / active EE | $10,625 | $3,915+171.4% | $6,161+72.5% | $2,428+337.6% |
| Participant deferral / active EE | $13,745 | $6,395+114.9% | $8,220+67.2% | $4,046+239.7% |
| Admin fee / account holder | $16,153 | $651+2379.9% | $12,048+34.1% | $627+2478.2% |