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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 | $248,535 | $102,422+142.7% | $147,117+68.9% | $80,959+207.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 15.86% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $5,442 | $3,717+46.4% | $4,932+10.3% | $2,757+97.4% |
| Participant deferral / active EE | $9,746 | $6,652+46.5% | $8,065+20.9% | $4,300+126.6% |
| Admin fee / account holder | $2,626 | $7,953-67.0% | $12,993-79.8% | $6,925-62.1% |