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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 | $224,410 | $102,385+119.2% | $147,080+52.6% | $80,935+177.3% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 14.77% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,471 | $3,717-60.4% | $4,933-70.2% | $2,757-46.6% |
| Participant deferral / active EE | $13,975 | $6,651+110.1% | $8,066+73.2% | $4,299+225.0% |
| Admin fee / account holder | $6,087 | $7,951-23.5% | $12,989-53.1% | $6,924-12.1% |