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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 | $165,207 | $55,470+197.8% | $155,556+6.2% | $74,478+121.8% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 12.72% | 269.80%-257.1pp | 64.84%-52.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $8,788 | $2,267+287.7% | $4,675+88.0% | $2,626+234.6% |
| Participant deferral / active EE | $5,623 | $2,838+98.1% | $5,631-0.1% | $4,350+29.2% |
| Admin fee / account holder | $12,390 | $1,744+610.3% | $15,885-22.0% | $1,946+536.7% |