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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 | $221,488 | $96,643+129.2% | $86,617+155.7% | $139,456+58.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 14.16% | 106.57%-92.4pp | 591.91%-577.8pp | 373.45%-359.3pp |
| Employer contribution / active EE | $11,728 | $3,264+259.3% | $3,023+287.9% | $4,753+146.8% |
| Participant deferral / active EE | $11,728 | $4,835+142.6% | $4,437+164.3% | $6,711+74.7% |
| Admin fee / account holder | $3,269 | $6,406-49.0% | $5,613-41.8% | $11,407-71.3% |