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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 | $244,988 | $80,781+203.3% | $102,437+139.2% | $74,478+228.9% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 11.58% | 27.58%-16.0pp | 24.95%-13.4pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $3,192 | $3,160+1.0% | $3,871-17.5% | $2,626+21.5% |
| Participant deferral / active EE | $13,303 | $3,862+244.5% | $5,060+162.9% | $4,350+205.8% |
| Admin fee / account holder | $56,093 | $2,372+2264.7% | $8,388+568.7% | $1,946+2782.8% |