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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 | $246,938 | $89,259+176.7% | $107,187+130.4% | $82,637+198.8% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.29% | 21.02%-2.7pp | 204.55%-186.3pp | 53.51%-35.2pp |
| Employer contribution / active EE | $30,799 | $3,080+900.0% | $3,782+714.3% | $2,552+1106.8% |
| Participant deferral / active EE | $2,984 | $4,037-26.1% | $5,096-41.4% | $4,126-27.7% |
| Admin fee / account holder | $3,739 | $7,381-49.3% | $9,162-59.2% | $7,339-49.1% |