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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 | $143,208 | $48,364+196.1% | $71,796+99.5% | $62,881+127.7% |
| Participation rate | 90.2% | 60.6%+29.6pp | 69.1%+21.1pp | 69.3%+20.9pp |
| Annual return | 5.52% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,845 | $1,042+77.0% | $1,924-4.1% | $2,281-19.1% |
| Participant deferral / active EE | $2,817 | $2,091+34.7% | $2,794+0.8% | $3,203-12.1% |
| Admin fee / account holder | $16,608 | $3,771+340.4% | $4,815+244.9% | $4,296+286.6% |