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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 | $230,963 | $100,060+130.8% | $149,721+54.3% | $70,126+229.4% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 16.32% | 27.46%-11.1pp | 1501.67%-1485.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $12,170 | $3,661+232.4% | $5,444+123.5% | $2,343+419.5% |
| Participant deferral / active EE | $8,468 | $4,982+70.0% | $6,568+28.9% | $3,332+154.2% |
| Admin fee / account holder | $29,808 | $8,285+259.8% | $11,282+164.2% | $4,645+541.7% |