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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 | $201,815 | $58,311+246.1% | $81,882+146.5% | $80,959+149.3% |
| Participation rate | 95.5% | 63.5%+32.0pp | 72.4%+23.1pp | 67.7%+27.8pp |
| Annual return | 17.53% | 41.85%-24.3pp | 779.47%-761.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $3,372 | $2,347+43.7% | $2,916+15.6% | $2,757+22.3% |
| Participant deferral / active EE | $18,469 | $3,287+461.9% | $4,323+327.2% | $4,300+329.5% |
| Admin fee / account holder | $16,592 | $4,752+249.2% | $7,360+125.5% | $6,925+139.6% |