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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 | $235,075 | $95,406+146.4% | $185,849+26.5% | $85,847+173.8% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 19.52% | 23.59%-4.1pp | 122.10%-102.6pp | 318.61%-299.1pp |
| Employer contribution / active EE | $8,286 | $3,314+150.1% | $5,169+60.3% | $2,565+223.0% |
| Participant deferral / active EE | $11,182 | $3,424+226.6% | $5,569+100.8% | $3,952+182.9% |
| Admin fee / account holder | $598 | $7,214-91.7% | $16,244-96.3% | $6,261-90.4% |