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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 | $201,112 | $98,776+103.6% | $149,745+34.3% | $79,856+151.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 20.10% | 27.38%-7.3pp | 276.72%-256.6pp | 31.71%-11.6pp |
| Employer contribution / active EE | $5,645 | $3,217+75.5% | $4,646+21.5% | $2,471+128.4% |
| Participant deferral / active EE | $3,608 | $5,681-36.5% | $6,843-47.3% | $3,741-3.6% |
| Admin fee / account holder | $1,346 | $6,053-77.8% | $9,312-85.5% | $5,306-74.6% |