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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 | $153,241 | $75,962+101.7% | $154,108-0.6% | $64,173+138.8% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | 11.14% | 30.32%-19.2pp | 735.21%-724.1pp | 7.63%+3.5pp |
| Employer contribution / active EE | $9,036 | $3,350+169.7% | $5,298+70.6% | $2,381+279.5% |
| Participant deferral / active EE | $5,358 | $3,175+68.8% | $5,081+5.5% | $3,470+54.4% |
| Admin fee / account holder | $53,049 | $5,589+849.2% | $13,411+295.5% | $4,887+985.4% |