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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 | $232,719 | $102,429+127.2% | $147,096+58.2% | $80,925+187.6% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.5pp |
| Annual return | 18.95% | 135.02%-116.1pp | 419.75%-400.8pp | 35.65%-16.7pp |
| Employer contribution / active EE | $2,717 | $3,716-26.9% | $4,936-45.0% | $2,756-1.4% |
| Participant deferral / active EE | $7,935 | $6,649+19.3% | $8,071-1.7% | $4,299+84.6% |
| Admin fee / account holder | $2,209 | $7,957-72.2% | $13,005-83.0% | $6,940-68.2% |