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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 | $212,493 | $80,812+162.9% | $160,784+32.2% | $82,448+157.7% |
| Participation rate | 85.7% | 66.2%+19.5pp | 77.0%+8.8pp | 68.1%+17.6pp |
| Annual return | 17.22% | 100.59%-83.4pp | 1803.92%-1786.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $7,793 | $2,174+258.5% | $3,733+108.8% | $2,551+205.5% |
| Participant deferral / active EE | $14,240 | $4,335+228.5% | $6,293+126.3% | $4,139+244.0% |
| Admin fee / account holder | $21,569 | $7,695+180.3% | $9,717+122.0% | $7,234+198.1% |