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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 | $167,011 | $48,053+247.6% | $84,637+97.3% | $72,976+128.9% |
| Participation rate | 91.7% | 57.6%+34.1pp | 68.2%+23.4pp | 69.5%+22.2pp |
| Annual return | 19.15% | 37.39%-18.2pp | 258.82%-239.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $2,582 | $1,602+61.2% | $2,653-2.7% | $2,440+5.8% |
| Participant deferral / active EE | $7,655 | $2,681+185.6% | $3,900+96.3% | $3,608+112.2% |
| Admin fee / account holder | $36,629 | $3,395+978.8% | $4,914+645.3% | $5,124+614.8% |