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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 | $228,494 | $102,422+123.1% | $147,117+55.3% | $80,959+182.2% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 15.19% | 135.16%-120.0pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,091 | $3,717-70.6% | $4,932-77.9% | $2,757-60.4% |
| Participant deferral / active EE | $15,016 | $6,652+125.7% | $8,065+86.2% | $4,300+249.2% |
| Admin fee / account holder | $6,120 | $7,953-23.1% | $12,993-52.9% | $6,925-11.6% |