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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 | $138,705 | $47,479+192.1% | $62,929+120.4% | $82,448+68.2% |
| Participation rate | 96.4% | 66.9%+29.6pp | 73.1%+23.3pp | 68.1%+28.4pp |
| Annual return | 27.76% | 20.34%+7.4pp | 1063.93%-1036.2pp | 41.64%-13.9pp |
| Employer contribution / active EE | $8,161 | $1,885+332.8% | $2,505+225.8% | $2,551+219.9% |
| Participant deferral / active EE | $6,398 | $2,870+122.9% | $3,888+64.5% | $4,139+54.6% |
| Admin fee / account holder | $19,508 | $3,804+412.9% | $5,065+285.2% | $7,234+169.7% |