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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 | $224,644 | $106,247+111.4% | $96,515+132.8% | $139,466+61.1% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 11.20% | 38.47%-27.3pp | 35.73%-24.5pp | 373.66%-362.5pp |
| Employer contribution / active EE | $8,642 | $4,106+110.5% | $3,740+131.1% | $4,754+81.8% |
| Participant deferral / active EE | $14,853 | $5,456+172.3% | $4,880+204.4% | $6,712+121.3% |
| Admin fee / account holder | $60,348 | $7,885+665.3% | $6,735+796.0% | $11,409+429.0% |