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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 | $100,041+130.9% | $149,718+54.3% | $70,131+229.3% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 16.32% | 27.43%-11.1pp | 1501.67%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $12,170 | $3,662+232.4% | $5,445+123.5% | $2,342+419.5% |
| Participant deferral / active EE | $8,468 | $4,983+70.0% | $6,569+28.9% | $3,332+154.2% |
| Admin fee / account holder | $29,808 | $8,286+259.7% | $11,283+164.2% | $4,645+541.7% |