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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 | $206,074 | $105,210+95.9% | $159,487+29.2% | $85,851+140.0% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.8%-1.3pp | 69.3%+12.3pp |
| Annual return | 16.42% | 45.08%-28.7pp | 263.71%-247.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $3,502 | $3,319+5.5% | $4,831-27.5% | $2,565+36.5% |
| Participant deferral / active EE | $8,297 | $5,946+39.5% | $7,354+12.8% | $3,952+109.9% |
| Admin fee / account holder | $12,072 | $6,934+74.1% | $10,804+11.7% | $6,261+92.8% |