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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 | $142,448 | $76,383+86.5% | $121,663+17.1% | $64,340+121.4% |
| Participation rate | 94.4% | 60.4%+33.9pp | 74.5%+19.9pp | 55.2%+39.1pp |
| Annual return | 15.84% | 16.98%-1.1pp | 147.54%-131.7pp | 24.14%-8.3pp |
| Employer contribution / active EE | $4,195 | $1,943+116.0% | $3,020+38.9% | $1,862+125.4% |
| Participant deferral / active EE | $4,074 | $3,149+29.4% | $4,887-16.6% | $2,980+36.7% |
| Admin fee / account holder | $20,260 | $4,142+389.2% | $14,289+41.8% | $3,703+447.2% |