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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 | $205,699 | $98,776+108.2% | $149,745+37.4% | $79,856+157.6% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.5%-5.0pp | 69.6%+7.8pp |
| Annual return | 17.49% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $10,137 | $3,217+215.1% | $4,646+118.2% | $2,471+310.2% |
| Participant deferral / active EE | $8,352 | $5,681+47.0% | $6,843+22.0% | $3,741+123.3% |
| Admin fee / account holder | $1,616 | $6,053-73.3% | $9,312-82.6% | $5,306-69.5% |