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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 | $175,174 | $53,063+230.1% | $124,206+41.0% | $82,637+112.0% |
| Participation rate | 96.6% | 58.4%+38.1pp | 69.6%+27.0pp | 68.1%+28.5pp |
| Annual return | 16.92% | 68.87%-52.0pp | 515.27%-498.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $11,075 | $1,530+623.7% | $3,540+212.8% | $2,552+334.0% |
| Participant deferral / active EE | $8,439 | $2,644+219.2% | $3,968+112.7% | $4,126+104.5% |
| Admin fee / account holder | $700 | $4,281-83.6% | $5,929-88.2% | $7,339-90.5% |