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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 | $226,901 | $112,935+100.9% | $90,970+149.4% | $158,966+42.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 15.49% | 215.79%-200.3pp | 134.58%-119.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $8,681 | $2,895+199.9% | $2,122+309.0% | $4,762+82.3% |
| Participant deferral / active EE | $7,167 | $4,129+73.6% | $3,373+112.4% | $5,983+19.8% |
| Admin fee / account holder | $333 | $8,045-95.9% | $5,960-94.4% | $11,250-97.0% |