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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 | $226,990 | $98,776+129.8% | $149,745+51.6% | $79,856+184.2% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 16.89% | 27.38%-10.5pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,721 | $3,217+46.7% | $4,646+1.6% | $2,471+91.0% |
| Participant deferral / active EE | $6,622 | $5,681+16.5% | $6,843-3.2% | $3,741+77.0% |
| Admin fee / account holder | $31,474 | $6,053+420.0% | $9,312+238.0% | $5,306+493.1% |