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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 | $247,566 | $93,617+164.4% | $135,982+82.1% | $75,177+229.3% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 19.85% | 30.89%-11.0pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $26,852 | $3,538+658.9% | $4,859+452.6% | $2,671+905.3% |
| Participant deferral / active EE | $11,194 | $6,406+74.7% | $7,760+44.2% | $4,126+171.3% |
| Admin fee / account holder | $62,012 | $6,980+788.5% | $10,767+475.9% | $5,651+997.3% |