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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 | $130,317 | $50,554+157.8% | $67,681+92.5% | $87,485+49.0% |
| Participation rate | 85.5% | 67.7%+17.8pp | 73.7%+11.8pp | 68.9%+16.6pp |
| Annual return | 19.83% | 17.81%+2.0pp | 590.58%-570.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $7,970 | $1,988+300.8% | $2,678+197.6% | $2,596+207.0% |
| Participant deferral / active EE | $10,338 | $2,961+249.1% | $3,976+160.0% | $4,274+141.9% |
| Admin fee / account holder | $16,539 | $4,132+300.2% | $6,100+171.1% | $7,775+112.7% |