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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 | $222,824 | $116,203+91.8% | $93,621+138.0% | $152,909+45.7% |
| Participation rate | 85.7% | 78.1%+7.7pp | 75.8%+9.9pp | 82.5%+3.3pp |
| Annual return | 24.50% | 35.96%-11.5pp | 32.76%-8.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $7,593 | $3,219+135.9% | $2,719+179.3% | $4,764+59.4% |
| Participant deferral / active EE | $9,678 | $4,605+110.2% | $4,070+137.8% | $5,851+65.4% |
| Admin fee / account holder | $341 | $10,751-96.8% | $7,890-95.7% | $11,601-97.1% |