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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 | $240,616 | $100,147+140.3% | $81,286+196.0% | $145,877+64.9% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.5%+24.9pp | 80.3%+14.1pp |
| Annual return | 14.84% | 34.44%-19.6pp | 24.80%-10.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $16,270 | $2,977+446.5% | $2,463+560.7% | $4,663+248.9% |
| Participant deferral / active EE | $11,290 | $4,607+145.1% | $3,883+190.8% | $6,691+68.7% |
| Admin fee / account holder | $54,095 | $8,201+559.6% | $5,764+838.5% | $13,402+303.6% |