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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 | $214,255 | $98,463+117.6% | $119,258+79.7% | $85,847+149.6% |
| Participation rate | 88.6% | 77.6%+11.0pp | 82.7%+5.9pp | 69.3%+19.3pp |
| Annual return | 25.15% | 38.53%-13.4pp | 30.69%-5.5pp | 318.61%-293.5pp |
| Employer contribution / active EE | $11,364 | $3,698+207.3% | $4,384+159.2% | $2,565+343.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,641 | $7,493+95.4% | $7,226+102.6% | $6,261+133.9% |