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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 | $245,042 | $95,406+156.8% | $185,849+31.8% | $85,847+185.4% |
| Participation rate | 90.7% | 68.8%+21.9pp | 81.7%+9.0pp | 69.3%+21.3pp |
| Annual return | 15.29% | 23.59%-8.3pp | 122.10%-106.8pp | 318.61%-303.3pp |
| Employer contribution / active EE | $6,847 | $3,314+106.6% | $5,169+32.5% | $2,565+166.9% |
| Participant deferral / active EE | $6,518 | $3,424+90.4% | $5,569+17.1% | $3,952+64.9% |
| Admin fee / account holder | $487 | $7,214-93.3% | $16,244-97.0% | $6,261-92.2% |