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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 | $230,774 | $43,496+430.6% | $161,489+42.9% | $64,340+258.7% |
| Participation rate | 77.3% | 53.5%+23.8pp | 78.7%-1.4pp | 55.2%+22.1pp |
| Annual return | 16.35% | 20.76%-4.4pp | 89.72%-73.4pp | 24.14%-7.8pp |
| Employer contribution / active EE | $6,277 | $1,431+338.7% | $4,268+47.1% | $1,862+237.2% |
| Participant deferral / active EE | $6,100 | $1,996+205.6% | $5,630+8.3% | $2,980+104.7% |
| Admin fee / account holder | $27,630 | $2,330+1085.7% | $16,006+72.6% | $3,703+646.3% |