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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 | $239,743 | $85,766+179.5% | $136,295+75.9% | $70,131+241.8% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 15.75% | 31.45%-15.7pp | 5155.97%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,537 | $2,966-14.5% | $4,695-46.0% | $2,342+8.3% |
| Participant deferral / active EE | $7,969 | $5,051+57.8% | $6,247+27.6% | $3,332+139.2% |
| Admin fee / account holder | $31,134 | $5,420+474.4% | $9,243+236.8% | $4,645+570.2% |