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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 | $234,304 | $77,157+203.7% | $108,405+116.1% | $85,847+172.9% |
| Participation rate | 89.3% | 74.7%+14.6pp | 80.1%+9.1pp | 69.3%+20.0pp |
| Annual return | 15.33% | 44.55%-29.2pp | 905.55%-890.2pp | 318.61%-303.3pp |
| Employer contribution / active EE | $2,502 | $2,379+5.1% | $3,559-29.7% | $2,565-2.5% |
| Participant deferral / active EE | $9,766 | $5,567+75.4% | $6,563+48.8% | $3,952+147.1% |
| Admin fee / account holder | $18,194 | $5,174+251.7% | $7,297+149.4% | $6,261+190.6% |