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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 | $224,772 | $62,672+258.7% | $185,117+21.4% | $70,126+220.5% |
| Participation rate | 96.7% | 63.8%+32.9pp | 77.3%+19.4pp | 69.5%+27.1pp |
| Annual return | 17.02% | 40.79%-23.8pp | 40.50%-23.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $11,975 | $1,753+583.0% | $4,182+186.4% | $2,343+411.2% |
| Participant deferral / active EE | $16,340 | $3,272+399.5% | $5,045+223.9% | $3,332+390.4% |
| Admin fee / account holder | $39,295 | $3,932+899.4% | $8,159+381.6% | $4,645+745.9% |