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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 | $58,258+246.4% | $81,820+146.7% | $80,925+149.4% |
| Participation rate | 95.5% | 63.5%+32.0pp | 72.4%+23.1pp | 67.7%+27.8pp |
| Annual return | 17.53% | 41.76%-24.2pp | 777.93%-760.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $3,372 | $2,345+43.8% | $2,915+15.7% | $2,756+22.3% |
| Participant deferral / active EE | $18,469 | $3,284+462.4% | $4,323+327.3% | $4,299+329.6% |
| Admin fee / account holder | $16,592 | $4,976+233.4% | $7,391+124.5% | $6,940+139.1% |