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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 | $101,950+141.5% | $125,529+96.1% | $86,983+183.1% |
| Participation rate | 80.8% | 70.2%+10.6pp | 74.7%+6.0pp | 69.5%+11.2pp |
| Annual return | 14.58% | 18.29%-3.7pp | 202.56%-188.0pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,632 | $2,358+11.6% | $3,058-13.9% | $2,584+1.8% |
| Participant deferral / active EE | $10,798 | $3,862+179.6% | $4,813+124.4% | $4,194+157.5% |
| Admin fee / account holder | $43,317 | $12,791+238.7% | $16,298+165.8% | $7,856+451.4% |