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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 | $220,693 | $105,210+109.8% | $159,487+38.4% | $85,851+157.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 17.53% | 45.08%-27.5pp | 263.71%-246.2pp | 318.63%-301.1pp |
| Employer contribution / active EE | $4,281 | $3,319+29.0% | $4,831-11.4% | $2,565+66.9% |
| Participant deferral / active EE | $9,231 | $5,946+55.2% | $7,354+25.5% | $3,952+133.6% |
| Admin fee / account holder | $2,379 | $6,934-65.7% | $10,804-78.0% | $6,261-62.0% |