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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 | $162,322 | $72,177+124.9% | $115,037+41.1% | $59,633+172.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 13.44% | 12.02%+1.4pp | 26.14%-12.7pp | 2041.40%-2028.0pp |
| Employer contribution / active EE | $4,118 | $2,841+44.9% | $4,608-10.6% | $2,203+86.9% |
| Participant deferral / active EE | $6,274 | $4,783+31.2% | $6,026+4.1% | $3,192+96.6% |
| Admin fee / account holder | $32,790 | $4,927+565.5% | $8,175+301.1% | $4,297+663.1% |