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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 | $170,630 | $65,440+160.7% | $98,506+73.2% | $85,851+98.8% |
| Participation rate | 84.4% | 65.0%+19.4pp | 73.3%+11.1pp | 69.3%+15.1pp |
| Annual return | 14.37% | 21.75%-7.4pp | 1494.92%-1480.5pp | 318.63%-304.3pp |
| Employer contribution / active EE | $6,313 | $2,169+191.1% | $2,961+113.2% | $2,565+146.1% |
| Participant deferral / active EE | $4,489 | $3,168+41.7% | $4,277+5.0% | $3,952+13.6% |
| Admin fee / account holder | $20,537 | $4,596+346.9% | $5,955+244.9% | $6,261+228.0% |