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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 | $247,654 | $105,200+135.4% | $159,474+55.3% | $85,847+188.5% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.8%-3.9pp | 69.3%+9.6pp |
| Annual return | 16.59% | 45.08%-28.5pp | 263.68%-247.1pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,850 | $3,319-44.3% | $4,831-61.7% | $2,565-27.9% |
| Participant deferral / active EE | $9,490 | $5,946+59.6% | $7,353+29.1% | $3,952+140.1% |
| Admin fee / account holder | $42,609 | $6,934+514.5% | $10,802+294.4% | $6,261+580.6% |