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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 | $141,800 | $70,418+101.4% | $96,570+46.8% | $85,847+65.2% |
| Participation rate | 98.3% | 61.8%+36.5pp | 69.8%+28.5pp | 69.3%+29.0pp |
| Annual return | 17.25% | 18.59%-1.3pp | 37.79%-20.5pp | 318.61%-301.4pp |
| Employer contribution / active EE | $6,633 | $1,413+369.4% | $2,357+181.4% | $2,565+158.6% |
| Participant deferral / active EE | $3,605 | $2,894+24.6% | $3,849-6.4% | $3,952-8.8% |
| Admin fee / account holder | $9,113 | $4,995+82.4% | $6,182+47.4% | $6,261+45.6% |