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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 | $230,679 | $51,638+346.7% | $68,368+237.4% | $82,448+179.8% |
| Participation rate | 91.4% | 63.6%+27.8pp | 73.8%+17.7pp | 68.1%+23.4pp |
| Annual return | 14.45% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $8,922 | $2,047+336.0% | $2,649+236.8% | $2,551+249.7% |
| Participant deferral / active EE | $8,800 | $2,914+202.0% | $4,123+113.5% | $4,139+112.6% |
| Admin fee / account holder | $21,412 | $4,643+361.1% | $5,150+315.8% | $7,234+196.0% |