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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 | $151,690 | $52,380+189.6% | $98,775+53.6% | $85,847+76.7% |
| Participation rate | 91.4% | 58.0%+33.4pp | 65.7%+25.7pp | 69.3%+22.1pp |
| Annual return | 27.55% | 25.82%+1.7pp | 49.92%-22.4pp | 318.61%-291.1pp |
| Employer contribution / active EE | $5,451 | $1,337+307.6% | $2,067+163.7% | $2,565+112.5% |
| Participant deferral / active EE | $6,801 | $2,101+223.7% | $3,035+124.1% | $3,952+72.1% |
| Admin fee / account holder | $8,338 | $3,865+115.8% | $4,076+104.6% | $6,261+33.2% |