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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 | $112,462 | $59,440+89.2% | $70,160+60.3% | $75,177+49.6% |
| Participation rate | 96.4% | 71.6%+24.8pp | 78.8%+17.6pp | 67.2%+29.2pp |
| Annual return | 15.79% | 18.53%-2.7pp | 19.08%-3.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $7,410 | $3,307+124.1% | $4,285+72.9% | $2,671+177.4% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $5,394-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,934 | $4,401+307.5% | $4,582+291.4% | $5,651+217.3% |