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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 | $209,962 | $68,398+207.0% | $94,664+121.8% | $75,173+179.3% |
| Participation rate | 86.2% | 76.1%+10.1pp | 80.8%+5.4pp | 67.2%+19.0pp |
| Annual return | 18.10% | 616.72%-598.6pp | 156.84%-138.7pp | 160.72%-142.6pp |
| Employer contribution / active EE | $4,191 | $2,701+55.2% | $3,673+14.1% | $2,671+56.9% |
| Participant deferral / active EE | $8,340 | $6,537+27.6% | $7,417+12.4% | $4,126+102.1% |
| Admin fee / account holder | $22,120 | $5,324+315.5% | $7,222+206.3% | $5,651+291.5% |