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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 | $147,032 | $51,736+184.2% | $120,225+22.3% | $67,986+116.3% |
| Participation rate | 86.1% | 46.1%+40.1pp | 69.6%+16.6pp | 57.2%+28.9pp |
| Annual return | 13.58% | 31.98%-18.4pp | 439.23%-425.6pp | 31.67%-18.1pp |
| Employer contribution / active EE | $1,965 | $1,071+83.4% | $3,475-43.5% | $2,019-2.7% |
| Participant deferral / active EE | $5,101 | $2,206+131.3% | $3,999+27.6% | $3,358+51.9% |
| Admin fee / account holder | $14,912 | $4,159+258.5% | $5,696+161.8% | $3,203+365.5% |