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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 | $227,725 | $88,672+156.8% | $105,223+116.4% | $82,448+176.2% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 13.37% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,630 | $3,048-13.7% | $3,689-28.7% | $2,551+3.1% |
| Participant deferral / active EE | $7,582 | $4,036+87.9% | $5,072+49.5% | $4,139+83.2% |
| Admin fee / account holder | $24,764 | $7,146+246.5% | $8,859+179.5% | $7,234+242.3% |