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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 | $248,673 | $96,643+157.3% | $86,617+187.1% | $139,456+78.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 15.73% | 106.57%-90.8pp | 591.91%-576.2pp | 373.45%-357.7pp |
| Employer contribution / active EE | $7,509 | $3,264+130.0% | $3,023+148.4% | $4,753+58.0% |
| Participant deferral / active EE | $7,976 | $4,835+65.0% | $4,437+79.8% | $6,711+18.8% |
| Admin fee / account holder | $4,724 | $6,406-26.3% | $5,613-15.8% | $11,407-58.6% |