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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 | $195,711 | $86,298+126.8% | $111,308+75.8% | $85,847+128.0% |
| Participation rate | 81.1% | 73.3%+7.7pp | 77.3%+3.8pp | 69.3%+11.8pp |
| Annual return | 14.38% | 19.99%-5.6pp | 54.67%-40.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $5,500 | $2,044+169.1% | $2,732+101.3% | $2,565+114.4% |
| Participant deferral / active EE | $15,955 | $3,641+338.2% | $4,487+255.5% | $3,952+303.7% |
| Admin fee / account holder | $7,480 | $8,189-8.7% | $7,965-6.1% | $6,261+19.5% |