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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 | $175,435 | $63,346+176.9% | $92,240+90.2% | $70,126+150.2% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 19.49% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,958 | $2,471-20.8% | $3,680-46.8% | $2,343-16.4% |
| Participant deferral / active EE | $8,643 | $2,854+202.9% | $3,897+121.8% | $3,332+159.4% |
| Admin fee / account holder | $11,796 | $3,841+207.1% | $5,194+127.1% | $4,645+153.9% |