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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 | $227,594 | $99,994+127.6% | $146,647+55.2% | $85,851+165.1% |
| Participation rate | 90.3% | 73.1%+17.3pp | 80.1%+10.2pp | 69.3%+21.0pp |
| Annual return | 15.37% | 18.93%-3.6pp | 22.75%-7.4pp | 318.63%-303.3pp |
| Employer contribution / active EE | $8,815 | $2,559+244.5% | $4,137+113.1% | $2,565+243.6% |
| Participant deferral / active EE | $8,643 | $4,006+115.8% | $5,506+57.0% | $3,952+118.7% |
| Admin fee / account holder | $13,419 | $7,703+74.2% | $10,281+30.5% | $6,261+114.3% |