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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 | $238,669 | $105,210+126.9% | $159,487+49.6% | $85,851+178.0% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.8%+8.7pp | 69.3%+22.2pp |
| Annual return | 15.53% | 45.08%-29.5pp | 263.71%-248.2pp | 318.63%-303.1pp |
| Employer contribution / active EE | $1,487 | $3,319-55.2% | $4,831-69.2% | $2,565-42.1% |
| Participant deferral / active EE | $13,937 | $5,946+134.4% | $7,354+89.5% | $3,952+252.6% |
| Admin fee / account holder | $18,364 | $6,934+164.8% | $10,804+70.0% | $6,261+193.3% |