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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 | $236,144 | $62,592+277.3% | $85,709+175.5% | $85,847+175.1% |
| Participation rate | 90.3% | 61.1%+29.2pp | 69.9%+20.5pp | 69.3%+21.0pp |
| Annual return | 13.21% | 23.77%-10.6pp | 21.49%-8.3pp | 318.61%-305.4pp |
| Employer contribution / active EE | $8,852 | $1,755+404.2% | $2,619+238.0% | $2,565+245.0% |
| Participant deferral / active EE | $5,908 | $2,802+110.8% | $3,924+50.6% | $3,952+49.5% |
| Admin fee / account holder | $19,150 | $4,643+312.5% | $6,876+178.5% | $6,261+205.9% |