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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 | $215,770 | $49,199+338.6% | $121,210+78.0% | $75,177+187.0% |
| Participation rate | 96.3% | 55.4%+40.9pp | 69.5%+26.7pp | 67.2%+29.1pp |
| Annual return | 18.58% | 56.04%-37.5pp | 987.41%-968.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $5,364 | $1,547+246.7% | $4,171+28.6% | $2,671+100.8% |
| Participant deferral / active EE | $14,793 | $2,630+462.5% | $4,084+262.3% | $4,126+258.5% |
| Admin fee / account holder | $1,367 | $3,946-65.4% | $5,647-75.8% | $5,651-75.8% |