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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 | $123,091 | $70,418+74.8% | $96,570+27.5% | $85,847+43.4% |
| Participation rate | 90.6% | 61.8%+28.8pp | 69.8%+20.8pp | 69.3%+21.3pp |
| Annual return | 14.92% | 18.59%-3.7pp | 37.79%-22.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $2,355 | $1,413+66.7% | $2,357-0.1% | $2,565-8.2% |
| Participant deferral / active EE | $4,416 | $2,894+52.6% | $3,849+14.7% | $3,952+11.7% |
| Admin fee / account holder | $15,240 | $4,995+205.1% | $6,182+146.5% | $6,261+143.4% |