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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 | $138,032 | $100,147+37.8% | $81,286+69.8% | $145,877-5.4% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 13.93% | 34.44%-20.5pp | 24.80%-10.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,260 | $2,977-24.1% | $2,463-8.2% | $4,663-51.5% |
| Participant deferral / active EE | $8,484 | $4,607+84.2% | $3,883+118.5% | $6,691+26.8% |
| Admin fee / account holder | $60,709 | $8,201+640.3% | $5,764+953.3% | $13,402+353.0% |