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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 | $171,034 | $75,541+126.4% | $152,093+12.5% | $82,637+107.0% |
| Participation rate | 82.8% | 66.5%+16.2pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 14.21% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $8,628 | $2,622+229.0% | $4,175+106.7% | $2,552+238.1% |
| Participant deferral / active EE | $5,207 | $3,206+62.4% | $5,451-4.5% | $4,126+26.2% |
| Admin fee / account holder | $47,749 | $6,405+645.5% | $14,497+229.4% | $7,339+550.6% |