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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 | $229,157 | $100,060+129.0% | $149,721+53.1% | $70,126+226.8% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.1%+2.0pp | 69.5%+19.6pp |
| Annual return | 16.58% | 27.46%-10.9pp | 1501.67%-1485.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $17,127 | $3,661+367.8% | $5,444+214.6% | $2,343+631.2% |
| Participant deferral / active EE | $16,023 | $4,982+221.6% | $6,568+144.0% | $3,332+380.9% |
| Admin fee / account holder | $31,646 | $8,285+282.0% | $11,282+180.5% | $4,645+581.2% |