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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 | $176,749 | $51,638+242.3% | $68,368+158.5% | $82,448+114.4% |
| Participation rate | 88.6% | 63.6%+25.0pp | 73.8%+14.9pp | 68.1%+20.6pp |
| Annual return | 14.26% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $9,082 | $2,047+343.8% | $2,649+242.8% | $2,551+256.0% |
| Participant deferral / active EE | $7,861 | $2,914+169.8% | $4,123+90.7% | $4,139+89.9% |
| Admin fee / account holder | $35,683 | $4,643+668.5% | $5,150+592.9% | $7,234+393.2% |