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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 | $248,448 | $84,236+194.9% | $170,435+45.8% | $70,126+254.3% |
| Participation rate | 95.6% | 70.8%+24.7pp | 83.6%+12.0pp | 69.5%+26.0pp |
| Annual return | 12.52% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $10,518 | $3,387+210.5% | $5,432+93.6% | $2,343+349.0% |
| Participant deferral / active EE | $2,753 | $3,086-10.8% | $4,939-44.3% | $3,332-17.4% |
| Admin fee / account holder | $48,135 | $5,698+744.7% | $13,881+246.8% | $4,645+936.2% |