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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 | $55,470+150.4% | $155,556-10.7% | $74,478+86.5% |
| Participation rate | 72.0% | 61.9%+10.1pp | 78.2%-6.2pp | 67.2%+4.8pp |
| Annual return | 14.32% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $4,839 | $2,267+113.5% | $4,675+3.5% | $2,626+84.3% |
| Participant deferral / active EE | $5,474 | $2,838+92.9% | $5,631-2.8% | $4,350+25.8% |
| Admin fee / account holder | $32,325 | $1,744+1753.3% | $15,885+103.5% | $1,946+1561.2% |