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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 | $234,934 | $75,962+209.3% | $154,108+52.4% | $64,173+266.1% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.5pp |
| Annual return | 10.45% | 30.32%-19.9pp | 735.21%-724.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $6,634 | $3,350+98.0% | $5,298+25.2% | $2,381+178.6% |
| Participant deferral / active EE | $2,722 | $3,175-14.3% | $5,081-46.4% | $3,470-21.6% |
| Admin fee / account holder | $21,441 | $5,589+283.6% | $13,411+59.9% | $4,887+338.7% |