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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 | $157,339 | $65,034+141.9% | $90,970+73.0% | $79,856+97.0% |
| Participation rate | 91.7% | 61.6%+30.1pp | 69.0%+22.7pp | 69.6%+22.0pp |
| Annual return | 18.12% | 30.45%-12.3pp | 134.60%-116.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $8,403 | $1,247+573.7% | $2,122+296.0% | $2,471+240.1% |
| Participant deferral / active EE | $5,878 | $2,512+134.0% | $3,373+74.3% | $3,741+57.2% |
| Admin fee / account holder | $20,395 | $4,536+349.6% | $5,961+242.1% | $5,306+284.3% |