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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 | $231,192 | $70,684+227.1% | $169,390+36.5% | $75,173+207.5% |
| Participation rate | 94.2% | 64.8%+29.4pp | 77.2%+17.1pp | 67.2%+27.0pp |
| Annual return | 18.73% | 36.38%-17.6pp | 406.07%-387.3pp | 160.72%-142.0pp |
| Employer contribution / active EE | $14,302 | $2,211+546.9% | $4,013+256.4% | $2,671+435.5% |
| Participant deferral / active EE | $18,989 | $4,310+340.6% | $6,222+205.2% | $4,126+360.2% |
| Admin fee / account holder | $10,282 | $5,404+90.3% | $9,015+14.1% | $5,651+82.0% |