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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 | $225,266 | $102,393+120.0% | $147,041+53.2% | $80,911+178.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.6%+18.1pp |
| Annual return | 15.59% | 134.95%-119.4pp | 419.21%-403.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $3,480 | $3,715-6.3% | $4,935-29.5% | $2,756+26.3% |
| Participant deferral / active EE | $13,099 | $6,647+97.1% | $8,071+62.3% | $4,297+204.8% |
| Admin fee / account holder | $7,636 | $7,943-3.9% | $13,006-41.3% | $6,935+10.1% |