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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 | $239,585 | $93,617+155.9% | $135,982+76.2% | $75,177+218.7% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 16.17% | 30.89%-14.7pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $5,985 | $3,538+69.1% | $4,859+23.2% | $2,671+124.1% |
| Participant deferral / active EE | $11,204 | $6,406+74.9% | $7,760+44.4% | $4,126+171.5% |
| Admin fee / account holder | $25,852 | $6,980+270.4% | $10,767+140.1% | $5,651+357.4% |