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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 | $246,722 | $102,429+140.9% | $147,096+67.7% | $80,925+204.9% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 17.19% | 135.02%-117.8pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,468 | $3,716-60.5% | $4,936-70.3% | $2,756-46.7% |
| Participant deferral / active EE | $11,042 | $6,649+66.1% | $8,071+36.8% | $4,299+156.9% |
| Admin fee / account holder | $12,759 | $7,957+60.4% | $13,005-1.9% | $6,940+83.8% |