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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 | $197,771 | $93,345+111.9% | $119,126+66.0% | $87,485+126.1% |
| Participation rate | 96.6% | 68.7%+27.8pp | 75.8%+20.8pp | 68.9%+27.6pp |
| Annual return | 16.39% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,418 | $3,172+7.8% | $4,034-15.3% | $2,596+31.7% |
| Participant deferral / active EE | $9,442 | $4,099+130.4% | $5,318+77.6% | $4,274+120.9% |
| Admin fee / account holder | $46,538 | $8,039+478.9% | $10,693+335.2% | $7,775+498.6% |