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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 | $227,796 | $70,366+223.7% | $66,674+241.7% | $138,895+64.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 16.89% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $19,443 | $2,765+603.2% | $2,620+642.1% | $4,194+363.6% |
| Participant deferral / active EE | $6,594 | $4,374+50.8% | $4,084+61.5% | $6,396+3.1% |
| Admin fee / account holder | $10,947 | $5,262+108.0% | $5,098+114.7% | $12,562-12.9% |