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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 | $242,735 | $93,589+159.4% | $135,942+78.6% | $75,181+222.9% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 16.02% | 30.90%-14.9pp | 68.28%-52.3pp | 160.69%-144.7pp |
| Employer contribution / active EE | $4,122 | $3,537+16.5% | $4,858-15.1% | $2,671+54.4% |
| Participant deferral / active EE | $11,161 | $6,405+74.2% | $7,759+43.8% | $4,126+170.5% |
| Admin fee / account holder | $10,810 | $6,977+54.9% | $10,764+0.4% | $5,650+91.3% |