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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 | $51,649+184.7% | $124,206+18.4% | $64,097+129.4% |
| Participation rate | 86.1% | 45.2%+41.0pp | 69.6%+16.6pp | 55.2%+30.9pp |
| Annual return | 13.58% | 19.98%-6.4pp | 515.27%-501.7pp | 34.64%-21.1pp |
| Employer contribution / active EE | $1,965 | $1,057+85.9% | $3,540-44.5% | $1,891+3.9% |
| Participant deferral / active EE | $5,101 | $2,165+135.7% | $3,968+28.6% | $3,080+65.6% |
| Admin fee / account holder | $14,912 | $4,237+251.9% | $5,929+151.5% | $3,454+331.7% |