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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 | $55,446+150.5% | $155,574-10.7% | $74,429+86.6% |
| Participation rate | 72.0% | 61.9%+10.1pp | 78.2%-6.2pp | 67.2%+4.8pp |
| Annual return | 14.32% | 269.20%-254.9pp | 64.87%-50.5pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $4,839 | $2,266+113.5% | $4,676+3.5% | $2,625+84.4% |
| Participant deferral / active EE | $5,474 | $2,836+93.0% | $5,629-2.8% | $4,348+25.9% |
| Admin fee / account holder | $32,325 | $1,743+1754.6% | $15,914+103.1% | $1,944+1562.5% |