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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 | $227,319 | $96,678+135.1% | $86,640+162.4% | $139,466+63.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 17.94% | 106.69%-88.7pp | 592.52%-574.6pp | 373.66%-355.7pp |
| Employer contribution / active EE | $11,232 | $3,265+244.0% | $3,024+271.4% | $4,754+136.3% |
| Participant deferral / active EE | $4,754 | $4,837-1.7% | $4,438+7.1% | $6,712-29.2% |
| Admin fee / account holder | $33,627 | $6,410+424.6% | $5,616+498.8% | $11,409+194.8% |