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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 | $80,731+203.5% | $103,374+137.0% | $74,546+228.6% |
| Participation rate | 96.1% | 65.7%+30.4pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | 11.58% | 27.56%-16.0pp | 24.89%-13.3pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $3,192 | $3,158+1.1% | $3,869-17.5% | $2,624+21.6% |
| Participant deferral / active EE | $13,303 | $3,860+244.6% | $5,058+163.0% | $4,347+206.0% |
| Admin fee / account holder | $56,093 | $2,369+2268.2% | $8,394+568.2% | $1,944+2786.1% |