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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 | $171,645 | $78,428+118.9% | $95,960+78.9% | $79,852+115.0% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 10.32% | 19.37%-9.1pp | 91.63%-81.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $11,801 | $1,945+506.6% | $2,541+364.4% | $2,471+377.5% |
| Participant deferral / active EE | $2,404 | $3,440-30.1% | $4,167-42.3% | $3,740-35.7% |
| Admin fee / account holder | $13,461 | $5,622+139.4% | $6,797+98.0% | $5,306+153.7% |