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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 | $200,733 | $105,210+90.8% | $159,487+25.9% | $85,851+133.8% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.8%-10.6pp | 69.3%+2.9pp |
| Annual return | 15.46% | 45.08%-29.6pp | 263.71%-248.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $4,043 | $3,319+21.8% | $4,831-16.3% | $2,565+57.6% |
| Participant deferral / active EE | $10,722 | $5,946+80.3% | $7,354+45.8% | $3,952+171.3% |
| Admin fee / account holder | $11,404 | $6,934+64.5% | $10,804+5.6% | $6,261+82.1% |