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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 | $234,715 | $95,406+146.0% | $185,849+26.3% | $85,847+173.4% |
| Participation rate | 85.1% | 68.8%+16.3pp | 81.7%+3.4pp | 69.3%+15.8pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.10%-105.3pp | 318.61%-301.8pp |
| Employer contribution / active EE | $5,443 | $3,314+64.3% | $5,169+5.3% | $2,565+112.2% |
| Participant deferral / active EE | $7,154 | $3,424+109.0% | $5,569+28.5% | $3,952+81.0% |
| Admin fee / account holder | $3,442 | $7,214-52.3% | $16,244-78.8% | $6,261-45.0% |