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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 | $224,574 | $77,920+188.2% | $149,723+50.0% | $75,177+198.7% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.1pp | 67.2%+16.7pp |
| Annual return | 15.00% | 31.72%-16.7pp | 134.50%-119.5pp | 160.75%-145.8pp |
| Employer contribution / active EE | $9,770 | $3,138+211.3% | $4,821+102.6% | $2,671+265.8% |
| Participant deferral / active EE | $2,770 | $3,411-18.8% | $5,682-51.2% | $4,126-32.9% |
| Admin fee / account holder | $1,275 | $5,951-78.6% | $13,215-90.4% | $5,651-77.4% |