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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 | $102,393+121.8% | $147,041+54.5% | $80,911+180.7% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 18.67% | 134.95%-116.3pp | 419.21%-400.5pp | 35.63%-17.0pp |
| Employer contribution / active EE | $2,788 | $3,715-25.0% | $4,935-43.5% | $2,756+1.2% |
| Participant deferral / active EE | $7,715 | $6,647+16.1% | $8,071-4.4% | $4,297+79.5% |
| Admin fee / account holder | $8,845 | $7,943+11.4% | $13,006-32.0% | $6,935+27.6% |