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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 | $186,455 | $51,638+261.1% | $68,368+172.7% | $82,448+126.1% |
| Participation rate | 93.6% | 63.6%+30.0pp | 73.8%+19.9pp | 68.1%+25.5pp |
| Annual return | 22.44% | 37.53%-15.1pp | 292.57%-270.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $6,241 | $2,047+205.0% | $2,649+135.6% | $2,551+144.7% |
| Participant deferral / active EE | $15,448 | $2,914+430.2% | $4,123+274.7% | $4,139+273.2% |
| Admin fee / account holder | $14,877 | $4,643+220.4% | $5,150+188.9% | $7,234+105.6% |