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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 | $138,894 | $55,472+150.4% | $155,567-10.7% | $74,546+86.3% |
| Participation rate | 72.0% | 61.9%+10.1pp | 78.2%-6.2pp | 67.2%+4.8pp |
| Annual return | 14.32% | 268.72%-254.4pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $4,839 | $2,269+113.3% | $4,674+3.5% | $2,624+84.4% |
| Participant deferral / active EE | $5,474 | $2,838+92.9% | $5,628-2.7% | $4,347+25.9% |
| Admin fee / account holder | $32,325 | $1,743+1755.0% | $15,916+103.1% | $1,944+1563.2% |