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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 | $225,709 | $78,707+186.8% | $117,861+91.5% | $70,126+221.9% |
| Participation rate | 92.0% | 73.2%+18.8pp | 79.7%+12.3pp | 69.5%+22.5pp |
| Annual return | 14.54% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $13,682 | $2,223+515.3% | $3,786+261.3% | $2,343+484.1% |
| Participant deferral / active EE | $11,492 | $3,297+248.5% | $4,482+156.4% | $3,332+244.9% |
| Admin fee / account holder | $12,292 | $5,066+142.7% | $8,021+53.3% | $4,645+164.6% |