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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 | $221,716 | $95,383+132.4% | $185,837+19.3% | $85,856+158.2% |
| Participation rate | 79.4% | 68.8%+10.6pp | 81.7%-2.3pp | 69.3%+10.1pp |
| Annual return | 18.24% | 23.59%-5.3pp | 122.08%-103.8pp | 318.58%-300.3pp |
| Employer contribution / active EE | $5,304 | $3,313+60.1% | $5,168+2.6% | $2,565+106.8% |
| Participant deferral / active EE | $5,541 | $3,423+61.8% | $5,568-0.5% | $3,952+40.2% |
| Admin fee / account holder | $4,655 | $7,213-35.5% | $16,241-71.3% | $6,261-25.6% |