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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 | $246,215 | $94,031+161.8% | $115,768+112.7% | $82,448+198.6% |
| Participation rate | 80.8% | 70.4%+10.4pp | 74.4%+6.4pp | 68.1%+12.7pp |
| Annual return | 14.58% | 20.61%-6.0pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,632 | $2,323+13.3% | $2,940-10.5% | $2,551+3.2% |
| Participant deferral / active EE | $10,798 | $3,972+171.9% | $4,917+119.6% | $4,139+160.9% |
| Admin fee / account holder | $43,317 | $10,249+322.6% | $12,439+248.2% | $7,234+498.8% |