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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 | $242,742 | $162,812+49.1% | $133,971+81.2% | $158,966+52.7% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 17.95% | 41.94%-24.0pp | 45.09%-27.1pp | 302.95%-285.0pp |
| Employer contribution / active EE | $7,307 | $4,976+46.8% | $3,919+86.5% | $4,762+53.4% |
| Participant deferral / active EE | $15,658 | $5,910+164.9% | $5,047+210.2% | $5,983+161.7% |
| Admin fee / account holder | $17,066 | $11,741+45.4% | $8,929+91.1% | $11,250+51.7% |