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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 | $215,323 | $100,060+115.2% | $149,721+43.8% | $70,126+207.1% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.1%+8.6pp | 69.5%+26.1pp |
| Annual return | 14.06% | 27.46%-13.4pp | 1501.67%-1487.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $8,699 | $3,661+137.6% | $5,444+59.8% | $2,343+271.4% |
| Participant deferral / active EE | $16,047 | $4,982+222.1% | $6,568+144.3% | $3,332+381.6% |
| Admin fee / account holder | $7,209 | $8,285-13.0% | $11,282-36.1% | $4,645+55.2% |