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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 | $165,962 | $110,307+50.5% | $96,576+71.8% | $139,456+19.0% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.1pp |
| Annual return | 16.66% | 26.40%-9.7pp | 25.87%-9.2pp | 373.45%-356.8pp |
| Employer contribution / active EE | $5,511 | $3,619+52.3% | $2,965+85.9% | $4,753+16.0% |
| Participant deferral / active EE | $4,221 | $5,547-23.9% | $4,851-13.0% | $6,711-37.1% |
| Admin fee / account holder | $49,654 | $11,597+328.2% | $8,253+501.7% | $11,407+335.3% |