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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 | $211,406 | $80,674+162.0% | $119,126+77.5% | $64,340+228.6% |
| Participation rate | 85.0% | 55.2%+29.8pp | 75.8%+9.3pp | 55.2%+29.8pp |
| Annual return | 16.74% | 26.86%-10.1pp | 282.11%-265.4pp | 24.14%-7.4pp |
| Employer contribution / active EE | $2,727 | $2,564+6.3% | $4,034-32.4% | $1,862+46.5% |
| Participant deferral / active EE | $11,873 | $3,053+288.9% | $5,318+123.3% | $2,980+298.4% |
| Admin fee / account holder | $20,801 | $4,559+356.3% | $10,693+94.5% | $3,703+461.8% |