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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 | $137,170 | $53,127+158.2% | $86,587+58.4% | $70,131+95.6% |
| Participation rate | 86.7% | 65.3%+21.4pp | 73.5%+13.1pp | 69.5%+17.1pp |
| Annual return | 25.31% | 27.66%-2.3pp | 964.86%-939.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,508 | $2,068-27.1% | $2,839-46.9% | $2,342-35.6% |
| Participant deferral / active EE | $4,242 | $2,696+57.3% | $3,609+17.5% | $3,332+27.3% |
| Admin fee / account holder | $19,325 | $3,585+439.0% | $4,906+293.9% | $4,645+316.0% |