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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 | $227,292 | $98,766+130.1% | $149,730+51.8% | $79,852+184.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 18.58% | 27.43%-8.8pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $2,803 | $3,217-12.9% | $4,645-39.7% | $2,471+13.4% |
| Participant deferral / active EE | $12,606 | $5,681+121.9% | $6,843+84.2% | $3,740+237.0% |
| Admin fee / account holder | $17,124 | $6,052+182.9% | $9,310+83.9% | $5,306+222.7% |