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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 | $246,834 | $101,063+144.2% | $81,473+203.0% | $147,586+67.2% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 14.31% | 32.41%-18.1pp | 38.78%-24.5pp | 578.59%-564.3pp |
| Employer contribution / active EE | $17,457 | $3,206+444.6% | $2,568+579.8% | $4,876+258.0% |
| Participant deferral / active EE | $13,593 | $4,242+220.4% | $3,537+284.3% | $5,439+149.9% |
| Admin fee / account holder | $15,046 | $5,812+158.9% | $4,561+229.9% | $10,886+38.2% |