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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 | $211,810 | $98,766+114.5% | $149,730+41.5% | $79,852+165.3% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.70%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $5,961 | $3,217+85.3% | $4,645+28.3% | $2,471+141.2% |
| Participant deferral / active EE | $4,254 | $5,681-25.1% | $6,843-37.8% | $3,740+13.7% |
| Admin fee / account holder | $4,574 | $6,052-24.4% | $9,310-50.9% | $5,306-13.8% |