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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 | $226,713 | $98,766+129.5% | $149,730+51.4% | $79,852+183.9% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 12.65% | 27.43%-14.8pp | 276.70%-264.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $8,123 | $3,217+152.5% | $4,645+74.9% | $2,471+228.7% |
| Participant deferral / active EE | $11,895 | $5,681+109.4% | $6,843+73.8% | $3,740+218.0% |
| Admin fee / account holder | $71,124 | $6,052+1075.2% | $9,310+663.9% | $5,306+1240.4% |