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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 | $122,349 | $48,078+154.5% | $78,676+55.5% | $62,881+94.6% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 5.41% | 31.36%-25.9pp | 62.19%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $9,793 | $2,015+386.1% | $2,850+243.6% | $2,281+329.4% |
| Participant deferral / active EE | $7,794 | $2,587+201.2% | $3,517+121.6% | $3,203+143.3% |
| Admin fee / account holder | $50,711 | $3,206+1481.8% | $4,510+1024.4% | $4,296+1080.5% |