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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 | $229,548 | $102,382+124.2% | $147,005+56.1% | $80,874+183.8% |
| Participation rate | 79.5% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 14.79% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $5,242 | $3,715+41.1% | $4,934+6.2% | $2,756+90.2% |
| Participant deferral / active EE | $10,445 | $6,646+57.2% | $8,070+29.4% | $4,297+143.1% |
| Admin fee / account holder | $5,286 | $7,942-33.5% | $13,006-59.4% | $6,935-23.8% |