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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 | $207,488 | $105,210+97.2% | $159,487+30.1% | $85,851+141.7% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.8%+8.2pp | 69.3%+21.8pp |
| Annual return | 17.11% | 45.08%-28.0pp | 263.71%-246.6pp | 318.63%-301.5pp |
| Employer contribution / active EE | $31,234 | $3,319+841.0% | $4,831+546.5% | $2,565+1117.5% |
| Participant deferral / active EE | $7,017 | $5,946+18.0% | $7,354-4.6% | $3,952+77.5% |
| Admin fee / account holder | $5,379 | $6,934-22.4% | $10,804-50.2% | $6,261-14.1% |