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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 | $205,317 | $77,908+163.5% | $149,696+37.2% | $75,173+173.1% |
| Participation rate | 90.4% | 65.6%+24.8pp | 78.8%+11.6pp | 67.2%+23.2pp |
| Annual return | 21.18% | 31.73%-10.5pp | 134.46%-113.3pp | 160.72%-139.5pp |
| Employer contribution / active EE | $5,157 | $3,138+64.4% | $4,821+7.0% | $2,671+93.1% |
| Participant deferral / active EE | $4,583 | $3,411+34.3% | $5,682-19.3% | $4,126+11.1% |
| Admin fee / account holder | $43,698 | $5,950+634.5% | $13,212+230.7% | $5,651+673.3% |