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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 | $241,168 | $80,812+198.4% | $160,784+50.0% | $82,448+192.5% |
| Participation rate | 88.6% | 66.2%+22.3pp | 77.0%+11.6pp | 68.1%+20.5pp |
| Annual return | 18.19% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,921 | $2,174+34.3% | $3,733-21.8% | $2,551+14.5% |
| Participant deferral / active EE | $15,367 | $4,335+254.4% | $6,293+144.2% | $4,139+271.2% |
| Admin fee / account holder | $31,503 | $7,695+309.4% | $9,717+224.2% | $7,234+335.5% |