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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 | $142,297 | $91,037+56.3% | $71,671+98.5% | $147,586-3.6% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 14.13% | 20.48%-6.3pp | 20.65%-6.5pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,281 | $3,327-1.4% | $2,460+33.4% | $4,876-32.7% |
| Participant deferral / active EE | $10,031 | $4,498+123.0% | $3,438+191.8% | $5,439+84.4% |
| Admin fee / account holder | $69,403 | $8,613+705.8% | $5,558+1148.6% | $10,886+537.6% |