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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 | $217,589 | $102,547+112.2% | $78,210+178.2% | $147,586+47.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 22.82% | 51.08%-28.3pp | 40.90%-18.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $10,450 | $2,617+299.3% | $2,034+413.9% | $4,876+114.3% |
| Participant deferral / active EE | $3,890 | $3,481+11.7% | $2,823+37.8% | $5,439-28.5% |
| Admin fee / account holder | $1,858 | $5,059-63.3% | $3,758-50.6% | $10,886-82.9% |