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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 | $223,820 | $137,414+62.9% | $189,545+18.1% | $85,851+160.7% |
| Participation rate | 89.2% | 84.6%+4.6pp | 87.8%+1.4pp | 69.3%+19.9pp |
| Annual return | 17.69% | 38.14%-20.5pp | 555.36%-537.7pp | 318.63%-300.9pp |
| Employer contribution / active EE | $33,233 | $4,344+665.0% | $6,162+439.3% | $2,565+1195.4% |
| Participant deferral / active EE | $18,220 | $6,260+191.1% | $8,220+121.6% | $3,952+361.0% |
| Admin fee / account holder | $3,229 | $8,630-62.6% | $12,049-73.2% | $6,261-48.4% |