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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 | $173,823 | $101,063+72.0% | $81,473+113.4% | $147,586+17.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 11.57% | 32.41%-20.8pp | 38.78%-27.2pp | 578.59%-567.0pp |
| Employer contribution / active EE | $18,342 | $3,206+472.2% | $2,568+614.3% | $4,876+276.1% |
| Participant deferral / active EE | $19,040 | $4,242+348.8% | $3,537+438.3% | $5,439+250.1% |
| Admin fee / account holder | $28,141 | $5,812+384.1% | $4,561+516.9% | $10,886+158.5% |