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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 | $143,294 | $87,106+64.5% | $105,607+35.7% | $80,935+77.0% |
| Participation rate | 83.9% | 70.4%+13.4pp | 75.3%+8.6pp | 67.7%+16.2pp |
| Annual return | 12.24% | 17.01%-4.8pp | 116.11%-103.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $4,511 | $2,396+88.2% | $3,167+42.4% | $2,757+63.6% |
| Participant deferral / active EE | $8,319 | $3,986+108.7% | $5,011+66.0% | $4,299+93.5% |
| Admin fee / account holder | $40,035 | $8,447+373.9% | $10,958+265.3% | $6,924+478.2% |