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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 | $230,964 | $102,635+125.0% | $86,209+167.9% | $139,456+65.6% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 16.50% | 1923.53%-1907.0pp | 1169.05%-1152.6pp | 373.45%-356.9pp |
| Employer contribution / active EE | $2,504 | $3,034-17.5% | $2,381+5.2% | $4,753-47.3% |
| Participant deferral / active EE | $4,921 | $4,677+5.2% | $3,986+23.4% | $6,711-26.7% |
| Admin fee / account holder | $34,362 | $8,661+296.8% | $6,853+401.4% | $11,407+201.2% |