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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 | $161,250 | $98,240+64.1% | $82,312+95.9% | $147,586+9.3% |
| Participation rate | 90.5% | 79.7%+10.8pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 12.08% | 30.85%-18.8pp | 25.88%-13.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $3,538 | $3,192+10.8% | $2,428+45.7% | $4,876-27.4% |
| Participant deferral / active EE | $5,002 | $4,383+14.1% | $3,706+35.0% | $5,439-8.0% |
| Admin fee / account holder | $15,805 | $8,563+84.6% | $5,608+181.8% | $10,886+45.2% |