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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 | $209,172 | $63,346+230.2% | $92,240+126.8% | $70,126+198.3% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 13.91% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $2,193 | $2,471-11.2% | $3,680-40.4% | $2,343-6.4% |
| Participant deferral / active EE | $5,561 | $2,854+94.9% | $3,897+42.7% | $3,332+66.9% |
| Admin fee / account holder | $14,280 | $3,841+271.8% | $5,194+174.9% | $4,645+207.4% |