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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 | $231,231 | $87,132+165.4% | $105,624+118.9% | $80,959+185.6% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.3%+8.7pp | 67.7%+16.3pp |
| Annual return | 15.67% | 17.03%-1.4pp | 116.20%-100.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,836 | $2,397+18.3% | $3,168-10.5% | $2,757+2.8% |
| Participant deferral / active EE | $13,387 | $3,985+235.9% | $5,013+167.1% | $4,300+211.3% |
| Admin fee / account holder | $16,322 | $8,449+93.2% | $10,961+48.9% | $6,925+135.7% |