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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 | $234,609 | $77,908+201.1% | $149,696+56.7% | $75,173+212.1% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+29.9pp |
| Annual return | 18.59% | 31.73%-13.1pp | 134.46%-115.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $6,158 | $3,138+96.3% | $4,821+27.7% | $2,671+130.6% |
| Participant deferral / active EE | $6,828 | $3,411+100.2% | $5,682+20.2% | $4,126+65.5% |
| Admin fee / account holder | $38,972 | $5,950+555.0% | $13,212+195.0% | $5,651+589.7% |