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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 | $220,481 | $70,430+213.0% | $96,572+128.3% | $85,851+156.8% |
| Participation rate | 96.1% | 61.8%+34.3pp | 69.8%+26.3pp | 69.3%+26.8pp |
| Annual return | 25.86% | 18.58%+7.3pp | 37.79%-11.9pp | 318.63%-292.8pp |
| Employer contribution / active EE | $13,897 | $1,413+883.3% | $2,357+489.5% | $2,565+441.7% |
| Participant deferral / active EE | $9,181 | $2,894+217.2% | $3,850+138.5% | $3,952+132.3% |
| Admin fee / account holder | $152,501 | $4,996+2952.5% | $6,183+2366.4% | $6,261+2335.8% |