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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 | $249,292 | $102,422+143.4% | $147,117+69.5% | $80,959+207.9% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.18% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $10,267 | $3,717+176.2% | $4,932+108.1% | $2,757+272.4% |
| Participant deferral / active EE | $8,974 | $6,652+34.9% | $8,065+11.3% | $4,300+108.7% |
| Admin fee / account holder | $41,052 | $7,953+416.2% | $12,993+216.0% | $6,925+492.8% |