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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 | $173,588 | $48,053+261.2% | $84,623+105.1% | $72,983+137.8% |
| Participation rate | 94.1% | 57.6%+36.5pp | 68.2%+25.9pp | 69.5%+24.6pp |
| Annual return | 22.75% | 37.39%-14.6pp | 258.77%-236.0pp | 81.01%-58.3pp |
| Employer contribution / active EE | $13,595 | $1,602+748.7% | $2,652+412.5% | $2,440+457.2% |
| Participant deferral / active EE | $9,865 | $2,681+268.0% | $3,899+153.0% | $3,608+173.5% |
| Admin fee / account holder | $20,292 | $3,395+497.6% | $4,913+313.0% | $5,124+296.0% |