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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 | $238,333 | $77,920+205.9% | $149,723+59.2% | $75,177+217.0% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.50%-119.7pp | 160.75%-145.9pp |
| Employer contribution / active EE | $2,119 | $3,138-32.5% | $4,821-56.1% | $2,671-20.7% |
| Participant deferral / active EE | $5,754 | $3,411+68.7% | $5,682+1.3% | $4,126+39.5% |
| Admin fee / account holder | $41,041 | $5,951+589.7% | $13,215+210.6% | $5,651+626.2% |