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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 | $156,137 | $47,944+225.7% | $67,834+130.2% | $62,881+148.3% |
| Participation rate | 87.3% | 61.1%+26.2pp | 68.8%+18.5pp | 69.3%+18.0pp |
| Annual return | 8.24% | 11.77%-3.5pp | 138.47%-130.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $11,573 | $1,562+640.9% | $2,403+381.5% | $2,281+407.4% |
| Participant deferral / active EE | $9,597 | $2,247+327.1% | $3,160+203.7% | $3,203+199.6% |
| Admin fee / account holder | $18,635 | $3,712+402.0% | $4,622+303.2% | $4,296+333.8% |