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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 | $240,738 | $112,933+113.2% | $90,970+164.6% | $158,982+51.4% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 15.07% | 215.82%-200.7pp | 134.60%-119.5pp | 302.99%-287.9pp |
| Employer contribution / active EE | $4,098 | $2,893+41.6% | $2,122+93.1% | $4,763-14.0% |
| Participant deferral / active EE | $7,700 | $4,128+86.5% | $3,373+128.3% | $5,983+28.7% |
| Admin fee / account holder | $1,689 | $8,047-79.0% | $5,961-71.7% | $11,252-85.0% |