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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 | $211,358 | $76,551+176.1% | $123,894+70.6% | $62,881+236.1% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.3pp | 69.3%+18.5pp |
| Annual return | 59.20% | 18.68%+40.5pp | 47.52%+11.7pp | 20.14%+39.1pp |
| Employer contribution / active EE | $2,285 | $2,882-20.7% | $4,617-50.5% | $2,281+0.2% |
| Participant deferral / active EE | $5,070 | $4,840+4.8% | $5,984-15.3% | $3,203+58.3% |
| Admin fee / account holder | $127,962 | $4,826+2551.6% | $8,357+1431.2% | $4,296+2878.8% |