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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 | $214,282 | $95,406+124.6% | $185,849+15.3% | $85,847+149.6% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 12.40% | 23.59%-11.2pp | 122.10%-109.7pp | 318.61%-306.2pp |
| Employer contribution / active EE | $7,318 | $3,314+120.9% | $5,169+41.6% | $2,565+185.3% |
| Participant deferral / active EE | $5,246 | $3,424+53.2% | $5,569-5.8% | $3,952+32.7% |
| Admin fee / account holder | $1,116 | $7,214-84.5% | $16,244-93.1% | $6,261-82.2% |