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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 | $235,441 | $102,429+129.9% | $147,096+60.1% | $80,925+190.9% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 14.45% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $3,977 | $3,716+7.0% | $4,936-19.4% | $2,756+44.3% |
| Participant deferral / active EE | $9,446 | $6,649+42.1% | $8,071+17.0% | $4,299+119.7% |
| Admin fee / account holder | $16,798 | $7,957+111.1% | $13,005+29.2% | $6,940+142.0% |