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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 | $231,120 | $105,200+119.7% | $159,474+44.9% | $85,847+169.2% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 15.40% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,857 | $3,319-44.1% | $4,831-61.6% | $2,565-27.6% |
| Participant deferral / active EE | $9,628 | $5,946+61.9% | $7,353+30.9% | $3,952+143.6% |
| Admin fee / account holder | $28,602 | $6,934+312.5% | $10,802+164.8% | $6,261+356.8% |