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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 | $248,986 | $58,241+327.5% | $81,780+204.5% | $80,911+207.7% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.4%+19.9pp | 67.6%+24.7pp |
| Annual return | 13.00% | 41.73%-28.7pp | 776.27%-763.3pp | 35.63%-22.6pp |
| Employer contribution / active EE | $16,092 | $2,343+586.7% | $2,914+452.3% | $2,756+483.9% |
| Participant deferral / active EE | $10,350 | $3,283+215.3% | $4,321+139.6% | $4,297+140.9% |
| Admin fee / account holder | $28,136 | $4,973+465.8% | $7,384+281.0% | $6,935+305.7% |