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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 | $149,100 | $52,961+181.5% | $172,752-13.7% | $65,185+128.7% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.5pp | 70.2%+26.9pp |
| Annual return | 20.24% | 30.12%-9.9pp | 802.97%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $5,041 | $2,190+130.2% | $5,144-2.0% | $2,177+131.6% |
| Participant deferral / active EE | $5,561 | $2,471+125.0% | $5,198+7.0% | $3,514+58.3% |
| Admin fee / account holder | $2,663 | $472+464.3% | $13,955-80.9% | $847+214.3% |