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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 | $246,583 | $86,288+185.8% | $111,306+121.5% | $85,851+187.2% |
| Participation rate | 91.5% | 73.3%+18.2pp | 77.3%+14.2pp | 69.3%+22.2pp |
| Annual return | 12.04% | 19.99%-7.9pp | 54.67%-42.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $5,304 | $2,044+159.5% | $2,732+94.1% | $2,565+106.7% |
| Participant deferral / active EE | $8,664 | $3,641+138.0% | $4,488+93.1% | $3,952+119.2% |
| Admin fee / account holder | $23,839 | $8,189+191.1% | $7,966+199.3% | $6,261+280.8% |