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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 | $189,420 | $98,776+91.8% | $149,745+26.5% | $79,856+137.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 38.11% | 27.38%+10.7pp | 276.72%-238.6pp | 31.71%+6.4pp |
| Employer contribution / active EE | $906 | $3,217-71.9% | $4,646-80.5% | $2,471-63.4% |
| Participant deferral / active EE | $11,483 | $5,681+102.1% | $6,843+67.8% | $3,741+207.0% |
| Admin fee / account holder | $21,047 | $6,053+247.7% | $9,312+126.0% | $5,306+296.6% |