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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 | $227,113 | $102,422+121.7% | $147,117+54.4% | $80,959+180.5% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 18.67% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $2,788 | $3,717-25.0% | $4,932-43.5% | $2,757+1.1% |
| Participant deferral / active EE | $7,715 | $6,652+16.0% | $8,065-4.3% | $4,300+79.4% |
| Admin fee / account holder | $8,845 | $7,953+11.2% | $12,993-31.9% | $6,925+27.7% |