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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 | $228,550 | $108,942+109.8% | $100,415+127.6% | $145,897+56.7% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.34% | 58.27%-43.9pp | 49.47%-35.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,830 | $4,422-58.6% | $3,943-53.6% | $4,663-60.8% |
| Participant deferral / active EE | $11,195 | $8,461+32.3% | $8,091+38.4% | $6,689+67.4% |
| Admin fee / account holder | $40,956 | $9,702+322.2% | $7,906+418.0% | $13,390+205.9% |