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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 | $221,211 | $95,406+131.9% | $185,849+19.0% | $85,847+157.7% |
| Participation rate | 79.6% | 68.8%+10.8pp | 81.7%-2.1pp | 69.3%+10.3pp |
| Annual return | 15.68% | 23.59%-7.9pp | 122.10%-106.4pp | 318.61%-302.9pp |
| Employer contribution / active EE | $9,211 | $3,314+178.0% | $5,169+78.2% | $2,565+259.1% |
| Participant deferral / active EE | $1,985 | $3,424-42.0% | $5,569-64.3% | $3,952-49.8% |
| Admin fee / account holder | $10,037 | $7,214+39.1% | $16,244-38.2% | $6,261+60.3% |