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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 | $102,393+127.3% | $147,041+58.3% | $80,911+187.6% |
| Participation rate | 91.1% | 75.9%+15.3pp | 82.2%+8.9pp | 67.6%+23.5pp |
| Annual return | 18.95% | 134.95%-116.0pp | 419.21%-400.3pp | 35.63%-16.7pp |
| Employer contribution / active EE | $2,717 | $3,715-26.9% | $4,935-44.9% | $2,756-1.4% |
| Participant deferral / active EE | $7,935 | $6,647+19.4% | $8,071-1.7% | $4,297+84.7% |
| Admin fee / account holder | $2,209 | $7,943-72.2% | $13,006-83.0% | $6,935-68.1% |