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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 | $173,241 | $48,011+260.8% | $63,803+171.5% | $82,637+109.6% |
| Participation rate | 80.0% | 66.6%+13.4pp | 72.7%+7.3pp | 68.1%+11.9pp |
| Annual return | 16.90% | 19.84%-2.9pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $8,353 | $1,904+338.8% | $2,532+229.9% | $2,552+227.3% |
| Participant deferral / active EE | $7,912 | $2,846+178.0% | $3,843+105.9% | $4,126+91.8% |
| Admin fee / account holder | $22,098 | $3,873+470.5% | $5,196+325.2% | $7,339+201.1% |