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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 | $240,697 | $85,171+182.6% | $172,753+39.3% | $72,976+229.8% |
| Participation rate | 78.2% | 70.1%+8.1pp | 82.6%-4.4pp | 69.5%+8.7pp |
| Annual return | 24.73% | 27.32%-2.6pp | 803.00%-778.3pp | 81.02%-56.3pp |
| Employer contribution / active EE | $8,448 | $3,324+154.2% | $5,144+64.2% | $2,440+246.2% |
| Participant deferral / active EE | $1,147 | $3,260-64.8% | $5,198-77.9% | $3,608-68.2% |
| Admin fee / account holder | $17,979 | $5,880+205.7% | $13,956+28.8% | $5,124+250.9% |