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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 | $198,196 | $49,897+297.2% | $80,648+145.8% | $75,177+163.6% |
| Participation rate | 79.5% | 55.3%+24.2pp | 67.0%+12.5pp | 67.2%+12.3pp |
| Annual return | 17.74% | 34.68%-16.9pp | 937.21%-919.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,303 | $1,699+35.6% | $2,724-15.4% | $2,671-13.8% |
| Participant deferral / active EE | $8,709 | $2,992+191.1% | $4,443+96.0% | $4,126+111.1% |
| Admin fee / account holder | $2,167 | $3,579-39.5% | $5,382-59.7% | $5,651-61.7% |