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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 | $242,081 | $99,994+142.1% | $146,647+65.1% | $85,851+182.0% |
| Participation rate | 94.8% | 73.1%+21.8pp | 80.1%+14.8pp | 69.3%+25.5pp |
| Annual return | 14.56% | 18.93%-4.4pp | 22.75%-8.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $6,085 | $2,559+137.8% | $4,137+47.1% | $2,565+137.2% |
| Participant deferral / active EE | $8,201 | $4,006+104.7% | $5,506+48.9% | $3,952+107.5% |
| Admin fee / account holder | $24,097 | $7,703+212.8% | $10,281+134.4% | $6,261+284.9% |