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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 | $220,763 | $81,276+171.6% | $155,574+41.9% | $80,925+172.8% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 10.80% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $8,067 | $3,103+160.0% | $4,676+72.5% | $2,756+192.7% |
| Participant deferral / active EE | $5,280 | $3,453+52.9% | $5,629-6.2% | $4,299+22.8% |
| Admin fee / account holder | $65,523 | $7,993+719.7% | $15,914+311.7% | $6,940+844.1% |