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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 | $222,373 | $96,678+130.0% | $86,640+156.7% | $139,466+59.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 17.19% | 106.69%-89.5pp | 592.52%-575.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $4,734 | $3,265+45.0% | $3,024+56.5% | $4,754-0.4% |
| Participant deferral / active EE | $1,388 | $4,837-71.3% | $4,438-68.7% | $6,712-79.3% |
| Admin fee / account holder | $2,974 | $6,410-53.6% | $5,616-47.0% | $11,409-73.9% |