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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 | $171,115 | $77,908+119.6% | $149,696+14.3% | $75,173+127.6% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.5pp |
| Annual return | 14.75% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $7,556 | $3,138+140.8% | $4,821+56.7% | $2,671+182.9% |
| Participant deferral / active EE | $5,884 | $3,411+72.5% | $5,682+3.6% | $4,126+42.6% |
| Admin fee / account holder | $44,375 | $5,950+645.8% | $13,212+235.9% | $5,651+685.3% |