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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 | $194,392 | $95,415+103.7% | $185,851+4.6% | $85,851+126.4% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 13.17% | 23.59%-10.4pp | 122.11%-108.9pp | 318.63%-305.5pp |
| Employer contribution / active EE | $9,992 | $3,314+201.5% | $5,168+93.3% | $2,565+289.5% |
| Participant deferral / active EE | $6,845 | $3,424+99.9% | $5,569+22.9% | $3,952+73.2% |
| Admin fee / account holder | $2,594 | $7,215-64.0% | $16,245-84.0% | $6,261-58.6% |