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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 | $164,786 | $76,407+115.7% | $150,298+9.6% | $82,448+99.9% |
| Participation rate | 95.4% | 66.4%+29.0pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 14.27% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $8,992 | $2,614+244.0% | $4,154+116.5% | $2,551+252.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,510 | $6,352+159.9% | $14,116+17.0% | $7,234+128.2% |