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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 | $143,826 | $56,134+156.2% | $96,171+49.6% | $85,847+67.5% |
| Participation rate | 92.1% | 56.7%+35.3pp | 68.4%+23.6pp | 69.3%+22.7pp |
| Annual return | 14.33% | 42.30%-28.0pp | 192.04%-177.7pp | 318.61%-304.3pp |
| Employer contribution / active EE | $1,488 | $1,620-8.2% | $2,799-46.9% | $2,565-42.0% |
| Participant deferral / active EE | $5,978 | $2,858+109.2% | $4,350+37.4% | $3,952+51.3% |
| Admin fee / account holder | $11,960 | $3,769+217.3% | $5,538+115.9% | $6,261+91.0% |