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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 | $228,292 | $125,778+81.5% | $114,563+99.3% | $154,746+47.5% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.9%+13.5pp | 80.7%+5.7pp |
| Annual return | 10.99% | 295.14%-284.1pp | 241.09%-230.1pp | 172.34%-161.3pp |
| Employer contribution / active EE | $4,135 | $2,806+47.4% | $2,592+59.5% | $4,379-5.6% |
| Participant deferral / active EE | $6,758 | $4,445+52.1% | $4,142+63.2% | $6,730+0.4% |
| Admin fee / account holder | $31,352 | $8,190+282.8% | $7,623+311.3% | $14,365+118.2% |