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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 | $228,974 | $81,208+182.0% | $98,920+131.5% | $79,852+186.7% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.7pp | 69.6%+28.1pp |
| Annual return | 14.75% | 60.99%-46.2pp | 196.47%-181.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,444 | $1,960+24.7% | $2,689-9.1% | $2,471-1.1% |
| Participant deferral / active EE | $8,296 | $3,265+154.1% | $4,245+95.4% | $3,740+121.8% |
| Admin fee / account holder | $15,438 | $6,013+156.8% | $6,643+132.4% | $5,306+190.9% |