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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 | $229,763 | $98,463+133.3% | $119,237+92.7% | $85,851+167.6% |
| Participation rate | 80.9% | 77.6%+3.2pp | 82.7%-1.9pp | 69.3%+11.5pp |
| Annual return | 19.76% | 38.53%-18.8pp | 30.70%-10.9pp | 318.63%-298.9pp |
| Employer contribution / active EE | $9,645 | $3,698+160.8% | $4,383+120.0% | $2,565+276.0% |
| Participant deferral / active EE | $3,617 | $4,942-26.8% | $6,112-40.8% | $3,952-8.5% |
| Admin fee / account holder | $1,708 | $7,493-77.2% | $7,229-76.4% | $6,261-72.7% |